Moodboards

What Moodboards are for

Moodboards help you collect visual references, build a shared direction with your client, and keep feedback in one place.

Use them when you want to:

Align on style (colors, poses, lighting, edits, inspiration)
Reduce misunderstandings (“I thought you meant…”)
Get feedback directly on the board (instead of long chats)

Moodboards exist in two main places:

Tools → Moodboards (your complete moodboards library)
Inside a Project (moodboards connected to a specific job)

1) Moodboards Library (Tools → Moodboards)

What you see here

A grid of moodboards with:

Cover preview (taken automatically from the first items on the board)
Name and optional description
Project link (so you always know which job it belongs to)
Created date
Search and filters

Search & Filters (how they help in real life)

You can use:

Search by moodboard name or project name (useful when you have many jobs)
Project filter to show only moodboards for a specific project
Sent/created date filter to find “what you shared recently” (useful to follow up)

Create a new moodboard (from Tools)

When you create a moodboard here you choose:

Project
Moodboard name

Outcome:

A new moodboard is created and immediately available to edit.

Open/Edit a moodboard

Click a card to open the editor page for that moodboard.

2) Moodboards inside a Project

Inside the Project, the Moodboards section lets you:

See all moodboards linked to that project
Create new ones for that project
Open the full editor

This is the best workflow when you want everything “job-based” and not scattered.

3) Moodboard Editor (the full workspace)

The editor is where you build the board. It’s designed like a canvas: you add elements, position them, and share it when ready.

A) Moodboard name

You can rename the moodboard directly in the editor.
The name is saved automatically (so you can refine it as the project evolves).

Use names like:

“Color palette & lighting”
“Ceremony references”
“Album style inspirations”

B) Add content to the canvas (the core of moodboards)

You can add different “items”:

1) Image items

Use this for:

Inspiration photos
Reference compositions
Outfit ideas
Venue references

What you can do with an image item:

Place it on the canvas
Resize it
Move it around
Add a caption (optional, but recommended)

2) Text items

Use this for:

Guidelines (“warm tones, film look, natural skin”)
Notes (“avoid heavy contrast”, “more candid moments”)
Shot list reminders

Text items support:

Editing the text
Font size (and other text styling options depending on your toolbar/settings)

3) Marker / drawing items (highlight tool)

Use this to:

Circle a detail (“this bouquet style”)
Mark a pose or a crop
Draw quick notes visually

This is especially useful when a client says “I like THIS part” and you want to be precise.

4) Organizing items (how to work faster)

Move and resize

You can freely move items around the canvas.
You can resize items to build visual hierarchy (big = important).

Layering (Bring to front / Send to back)

When items overlap, you can control which one stays on top.

Use cases:

Put a text label above an image
Put a “highlight” marker above everything
Clean up messy overlaps

Lock / Unlock items

Locking helps you avoid accidental changes.

Use it when:

You finalized the layout
You want to edit only one area without breaking everything

Delete items

Removes an item from the moodboard.

Good practice:

Delete clutter as soon as it’s no longer relevant, so clients don’t get confused.

5) Canvas navigation (working on big boards)

Zoom in / zoom out

Use zoom when:

You want to arrange details precisely
You want to review the whole board at once

Pan / move around

Use panning to navigate large boards instead of scrolling.

6) Grid & Layout settings (keeping things aligned)

Moodboards support a “layout discipline” mode, where you can:

Show/hide the grid
Enable “snap to grid” (for clean alignment)
Change grid size
Change canvas background color

When to use these

Grid + snap: when you want clean, tidy moodboards (professional presentation)
Custom background: when you want a specific vibe (dark board, warm paper look, etc.)

7) Comments (collaboration with the client)

Moodboards support a full comments system in two places:

Inside the editor (photographer side): you can read/post comments
Client portal view (client side): the client can comment too

What comments are for

Use comments to:

Collect feedback in one place (instead of WhatsApp chaos)
Keep decisions tied to the exact moodboard context
Reduce misunderstandings

Who wrote what (important detail)

Comments show:

Author name
Timestamp
A different “side” depending on who wrote it (photographer vs client)

Posting comments (photographer)

You can post comments from the editor panel. When you do, your client can be notified in the portal (so they see there’s an update to read).

Posting comments (client)

In the portal moodboard page, the client can:

Choose a display name (stored for next time)
Write comments
Continue the conversation on the board

This is designed to be client-friendly and not require technical access.

8) Sharing a moodboard with the client (Link + Email)

Sharing is what makes a moodboard “client-ready”.

There are two main sharing methods:

A) Copy link (fastest)

Use this when:

You want to paste the link into WhatsApp/DM
You want fast feedback

What happens:

The moodboard gets a public link that opens in the client portal.

B) Send by email (best for formal communication)

Use this when:

You want a professional message
You want to send it to multiple recipients (ex: both partners)

The system can:

Suggest default recipients (if the project has a client email)
Generate a default subject and email content
Let you customize subject/body before sending

Outcome:

The client receives an email with a button/link to open the moodboard.

Automatic client notification (important behavior)

When you share a moodboard, the client can also receive a portal notification like “A moodboard was shared with you” (in-app portal notification).
This helps clients notice new updates even if they miss an email.

Unshare / disable public link

You can also disable sharing (removes the public access token), meaning:

The link stops working
The moodboard becomes private again

Use this when:

You shared the wrong board
The job ended and you want to close access
You want to replace it with a new version

9) Export to PDF (deliverable / archive)

Moodboards can be exported as PDF.

When export is useful

You want to send a “final reference pack”
You want to archive decisions for yourself
You want to attach it to a contract/workflow externally

Export options include:

Page format (auto/A4/letter)
Scale-to-fit (to keep everything inside the page)

Outcome:

A PDF snapshot of the current moodboard layout.

10) Delete a moodboard (Danger Zone)

You can delete a moodboard from the editor settings.

Use this when:

It was created by mistake
It belongs to the wrong project
You want to rebuild from scratch

Suggestion:

If you’re unsure, export it to PDF first for backup.

Client experience (Portal)

Where clients see moodboards

Clients access moodboards from the Client Portal:

Portal → Moodboards (all moodboards shared with them)
Or from a specific project page (project moodboards list)

They can open a moodboard and:

View the full canvas
Zoom and pan
Read and post comments

Important rule:

Only moodboards that you shared (published via public token) appear in the portal list.

Recommended workflows (real use cases)

Workflow 1: “Align style before the shoot”

Create moodboard in the project
Add 10–20 reference images
Add 3–6 text notes (“tone”, “editing style”, “poses”)
Share link to client
Ask them to comment with:
- “Must have”
- “Nice to have”
- “Not my style”

Outcome: clear creative direction.

Workflow 2: “Feedback loop”

Client comments: “I love this lighting”
You reply with a short confirmation
You lock the layout once approved
Export PDF as final reference

Outcome: decisions are recorded and easy to revisit.

Common mistakes (and how to avoid them)

Too many images: clients get overwhelmed
Fix: keep boards focused (one topic per moodboard).
No text guidance: clients interpret images differently
Fix: add short text notes (“soft light”, “documentary”, “no flash”).
Sharing unfinished boards: leads to confusion
Fix: do a quick cleanup pass before sharing (remove drafts, align layout).
Not using comments: feedback gets lost in chats
Fix: encourage the client to comment directly on the moodboard.