Client Intel
Research clients before their sessions. Get job titles, company info, talking points, and social profiles so you're prepared and can deliver a personalized experience.
Overview
Client Intel helps you:
- Learn about clients before they walk in the door
- Find talking points and conversation starters
- Discover their professional background and company
- Access LinkedIn and other social profiles
- Automatically research clients when they book
Manual Research
Running a Lookup
- Go to Client Intel in your dashboard
- Enter the client's name (required)
- Optionally add their email and/or company for better results
- Click Research
- Results typically appear within 30 seconds
Daily limit: 5 manual lookups per day. The limit resets at midnight in your timezone.
What You Get
Research results include (when available):
- Job title and current role
- Company name and description
- Confidence score — how sure we are this is the right person
- Talking points — conversation starters based on their background
- Profile images — photos found online
- LinkedIn profile link
- Other social profiles when available
Better results: Adding an email address significantly improves match accuracy. Company name also helps distinguish people with common names.
Automatic Research
Set up automatic research so client info is ready before their session — no manual lookups needed.
Option 1: Booking Email
Forward booking notifications to a special email address:
- Go to Client Intel in your dashboard
- Your unique booking email is shown on the page:
research-[key]@studioflows.app - In your booking platform, add this email as a notification recipient
- When clients book, the notification is forwarded and research runs automatically
Option 2: Direct Webhook
For platforms that support webhooks:
- Go to Client Intel in your dashboard
- Copy your webhook URL (shown below the booking email)
- Add it to your booking platform's webhook settings
- Research runs when a booking is created
Supported Booking Platforms
| Platform | Integration Method |
|---|---|
| Acuity Scheduling | Booking email or webhook |
| Calendly | Booking email or webhook |
| GoHighLevel (GHL) | Booking email or webhook |
| VSCO Workspace | Booking email |
| Square Appointments | Booking email or webhook |
| Vagaro | Booking email or webhook |
| SimplyBook.me | Booking email or webhook |
| Dubsado, HoneyBook, etc. | Via Zapier or Make webhook |
Any platform that sends booking notification emails or supports webhooks can work — use the booking email method or the generic webhook format.
Research States
| State | Meaning |
|---|---|
| Pending | Research is queued and will run shortly |
| Researching... | Research is actively running |
| Complete | Results are ready to view |
| Failed | An error occurred — try again |
Caching
Research results are cached for 30 days. During this time:
- Repeat lookups for the same person return cached results instantly
- Cached lookups don't count toward your daily limit
- After 30 days, a new lookup fetches fresh data
Limits
| Item | Limit |
|---|---|
| Manual lookups | 5 per day |
| Automatic lookups | Unlimited (via booking integrations) |
| Cache duration | 30 days |
Best Practices
- Set up automatic research so you never forget to look up a client
- Review results the day before a session — note talking points
- Use talking points naturally — mention shared interests to build rapport
- Check confidence scores — lower scores may indicate a different person with the same name
Photographer tip: Clients love when you know a bit about them before the session. Even a simple "I saw you work at [Company] — great work!" goes a long way toward building rapport.