Switch gallery platforms without confusing your clients
Lisa
To move your galleries to Pelli, start with new assignments. Complete active selections and orders on your previous platform, then move closed projects. This gives your next deliveries a presentation that reflects your brand while preserving choices your clients have already submitted.
📷 Put the client experience before the file transfer
A couple is choosing images for their album. A family is deciding between two portraits. A business is waiting for approved files for its next campaign. These three galleries cannot all change address at the same point without an explanation.
Group projects by their current stage: selection in progress, recent delivery, active sales or completed work. Also record the access period you promised. You can then schedule the transition around your commitments.
Create new assignments directly on Pelli, then move completed projects. For clients with active work, choose a transition between two stages, after selection or after the agreed delivery.
A gallery contains more than photos
Prepare files, confirmed selections and business information separately. This organization lets you find the images to deliver and the commitments attached to each assignment.
- Files: final photographs, videos and file names.
- Presentation: cover, folders, image order and welcome message.
- Work in progress: confirmed choices, feedback and specific requests.
- Access: invited people, protections and links already shared.
Before closing your old account, save the lists of selected photos with their filenames and useful comments. This preserves the instructions needed for retouching and delivery.
Rebuild your presentation in Pelli
Changing tools can also make the gallery clearer for clients. In Pelli, you can organize a gallery into folders, choose its cover and adjust selection or download options to its purpose.
For a wedding, give preparations, the ceremony and the reception recognizable folders. For a business, separate portraits from photographs of the premises. The structure reflects what the client commissioned.
On Pelli, you can password-protect the gallery, invite your clients and customize the welcome message. Prepare your client gallery with the folders, access settings and downloads suited to the assignment before sharing its new address.
Prepare a straightforward transition message
Clients mainly need to know where to find their photographs and what they should do. Avoid a technical account of the platform change.
Adapt this example: “Your gallery has a new address. Your photographs will be available there until [date]. The selections you have already sent are still recorded. For any new downloads, please use this link: [address].”
✅ Check the delivery before closing the old access
Check file counts, the intended order, protections and downloads. Open the gallery on a phone and download a few images. Also review old links on your website and in email templates.
Replace gallery links on your website, in message templates and in delivery documents. Keep a list of the new addresses so you can send each client the correct access link.
Close the old account once client commitments are covered and the information has been preserved. Allow a short overlap between subscriptions if necessary.
Connect your website and new galleries
On Pelli, you can also create your photography website with pages for your services, your introduction and contact details. The form creates or updates the client record in your CRM and adds a task containing the message. Your website and new galleries become stages of the same client management process.