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Part 2 of 3: Creating Your First Client Gallery

Lauren avatar
Written by Lauren
Updated today

Welcome to Pic-Time!

This is Part 2 of 3 in the Quick Start series to help you get started with Pic-Time.

In this tutorial, we’ll walk you through how to create a new client gallery.


Before You Begin

If you haven’t already, make sure to:

  • Complete Part 1 to set up your account and store settings.

  • Download the Pic-Time Uploader - it quickly uploads your photos in the background and automatically optimizes JPEGs for faster performance and reduced storage, all while preserving high-quality display and print.


Creating a New Gallery

1. To begin creating a client gallery, select + New Client Gallery from the Main Dashboard.

2. If you have set up a Gallery Template, you can select it from the pop-up, or select Skip Template to create a gallery without a template.

Name & Cover (~ 1 Min)

3. In the Name & Cover tab, you can:

  • Edit the Gallery Name and Gallery Date.

  • Edit the Gallery URL

  • Change the gallery Language

  • Choose the gallery cover design and color.

Photos & Media (~ 5 Min)

4. Go to the Photos & Media tab of the gallery. To begin, add a name for your first Scene under Scene Name.

5. When creating your first gallery, you can upload:

If you’ve set it up in your Gallery Template, the scene structure and names will auto-populate based on your template settings.

Select Photos & Clips to add images, GIFs, or videos (up to 3 minutes and 500 MB).

GIFs and Video Clips will appear alongside your images in the gallery and play automatically, creating a seamless and engaging viewing experience for your clients.

To add longer videos, select Featured Videos. These can be up to 90 minutes long and 20 GB.

Featured Videos will be displayed in a separate Scene at the top of the gallery.

6. A pop-up window will appear. Click on Select Files or drag and drop the files/folders you would like to upload to the scene.

If you drop folders organized on your computer, they’ll automatically be separated into scenes.

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7. To add a new scene, click + Add Scene and name it. Then upload more media.

To move media to another Scene, click each item to select it, then go to Manage photos > Move to scene and choose the destination Scene.

Pro Tip: Click on the three dots underneath each scene name to hide it from certain user types, such as a scene for only wedding vendors.

8. To sort your gallery media, use the Sort dropdown menu.

You can also set a Default Sorting Mode in your Settings.

9. Tags from the gallery and your editing software appear in the Filter dropdown, allowing you to filter and organize images & other media by different parameters.

For example, if you've rated your “highlights” as 5 stars in Lightroom, you can filter by 5-star images, select them all, and mark them as Highlights.

You can also filter media by different Vendors, Orientations, and Media types. Additionally, you can utilize Pic-Time's AI search to look for more specific types of media.

Additional Features

You can enhance your gallery with extra features like:

~ Gallery Setup (~ 5 Min)

10. In the Gallery Setup tab, select the Occasion to make filtering & organizing galleries easier.

11. For sensitive projects like boudoir or newborn galleries, set the Security Policy to Sensitive to limit user access and add extra protection.

Otherwise, use the normal security policy, mark the gallery as Private, and checkmark not to show on your Portfolio until you have a few galleries uploaded.

Photos & GIFs – Click More Settings under Photo Downloads and choose:

  • Allow free downloads

  • Set a limited number of downloads

  • Enable downloads for specific user types only

Learn more about managing Photo & GIFs download permissions here.

Featured VideosClick Settings under Featured Video Downloads to adjust permissions (learn more).

Video Clips – Always available for download, making it easy for guests to share quick moments.

Slideshows – Manage download permissions individually in the Slideshow Editor (learn more).

13. Customize your gallery display settings:

Watermark – Adjust your watermark settings. If the options are grayed out, upload your watermark first (learn more).

Gallery Style Options – Choose your preferred gallery layout.

Email Package – Leave the default setting for now; we’ll cover email customization in Part 3.

Enable flexible layout grid – Enable this to allow you and Main Clients to enlarge landscape images in the gallery grid for a better viewing experience.

14. Leave your Online Store enabled and select your preferred Price List.

This allows clients to easily purchase their favorite images as beautiful printed products from your shop.

Automations & Discounts (~ 1 Min)

15. You can skip this step for now — we’ll cover Automations in the Advanced Guide.

If you’d like to explore Marketing Automations right away, we recommend starting with the Early Bird and Abandoned Cart discounts, using the default settings we suggest (learn more).

Share (~ 3 Min)

16. Once your gallery setup is complete, head to the Share tab to begin sharing it with different users.

Add your Main Client’s name and email, click Send to Client, and include a personal message to invite them to view their gallery.

Pro Tip: Save your client invite email templates for different types of photo sessions to save time and keep your communication consistent.

Workflow (~ 2 Min)

17. After sharing the gallery, go to the Workflow tab to:

Dashboard (~ 1 Min)

18. Visit the Dashboard tab to:

  • View a quick summary of user activity. To see a more extensive and detailed view, select View all activity.

  • Select Preview Gallery to preview as the photographer.

19. In the Preview Gallery you can:

  • Enlarge images you want to showcase

  • Create a favorites list to customize shop image tiles (learn more)

  • Place your own orders in the shop


What’s Next

Continue with Part 3: Advanced (Quick Start) Guide to further customize your Pic-Time account.

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