Set profile, branding, business hours, legal docs, and download permissions.
User Help
Complete Help Center For Every Feature
This page covers active workspace modules, public workflows, customer portals, payments, notifications, and integrations in RE Media Hub so users can find the right tool quickly.
Workspace Core, business, and settings modules
Public Order forms, portals, and property sites
Search by feature name, route, or task
Showing all features.
Quick Start
Use this sequence to get a workspace running smoothly from setup to delivery.
Create products, packages, travel fees, taxes, and coupon rules.
Define territories, booking limits, appointment rules, and calendar sync behavior.
Launch order forms with custom intake fields and customer-facing booking steps.
Workflow Map
From lead intake to paid delivery, each stage maps to one or more platform modules.
1. Intake
Order Forms, Order Fields, Customers
2. Schedule
Calendar, Availability, Team
3. Produce
Orders, Listings, Team Management
4. Deliver
Property Websites, Customer Portal, Download Center, portal billing
5. Monetize
Billing, deposits, saved payment methods, referrals, loyalty, reports
6. Scale
Integrations, SMS/email delivery, white-label domains, migration
Workspace Features
Every active workspace module is listed below with route paths and primary use cases.
Core Operations
Daily production management from intake through final delivery.
Dashboard
/dashboardWorkspace-wide summary with operational metrics and status visibility.
- Snapshot of current activity
- Quick visibility into work volume
- Entry point for daily operations
Orders
/ordersManage each order lifecycle including items, appointments, payments, and communication.
- Create and edit order details
- Handle appointments and status changes
- Collect and track payments
Listings
/listingsTrack property media production and organize listing delivery assets.
- Manage images, videos, 3D links, floor plans, and files
- Attach customer and order context
- Support publish and delivery workflows
Calendar
/calendarPlan appointments, availability windows, and day-to-day scheduling execution.
- View and manage upcoming shoots
- Coordinate assignments by team member
- Reduce scheduling conflicts
Customers
/customersCustomer directory and relationship records used across orders and listings.
- Maintain contact and profile data
- Review listing and order history
- Link billing and portal context
Customer Teams
/customer-teamsGroup related customers into shared account, pricing, and portal structures.
- Organize customer teams and members
- Apply team-level pricing and coupon context
- Control download permissions and portal readiness
Team Management
/teamManage internal staff access, role controls, and payroll-related setup.
- Members section for invitations and role updates
- Payroll section for payout workflows
- Supports capacity-aware operations
Reports
/reportsBusiness intelligence for performance, throughput, and revenue trends.
- Operational and financial visibility
- Trend tracking over time
- Supports planning and forecasting
Business Rules And Scheduling Setup
Define service catalog, booking constraints, and customer intake behavior.
Products
/productsConfigure product catalog and pricing architecture.
- Sections: main products, add-ons, packages
- Pricing controls: travel fees, taxes, coupons
- Supports service bundles and custom catalog structure
Availability
/availabilityScheduling and coverage logic for where and when customers can book.
- Sections: twilight, calendar sync, territories
- Booking limits and appointment rules
- Travel-aware and territory-aware controls
Order Forms
/order-formsBuild customer-facing booking forms that drive order creation.
- Create and publish branded order forms
- Route intake to operational workflows
- Supports public links and embedded usage
Order Fields
/order-forms/order-fieldsCreate custom intake questions shown during booking.
- Add required or optional fields
- Capture listing access and prep details
- Keep booking data structured and reusable
Notifications
/notificationsControl email and SMS template behavior for customers and team.
- Channel toggles for email and SMS
- Template controls for lifecycle events
- Delivery status and provider troubleshooting context
Delivery, Growth, And Settings
Modules that support payments, client experience, and long-term retention.
Property Websites
/property-websitesPublish branded listing websites from workspace media and property data.
- Create public-facing property pages
- Deliver polished branded experience
- Connect media presentation with listing context
Customer Portal
/customer-portalConfigure white-label portal behavior, customer login access, and self-service controls.
- Portal URL and branding behavior
- Manage portal user access, billing contact, and notification status
- Control order creation, saved payment methods, and customer self-service
Billing
/billingManage membership status, payment method, invoices, deposits, and checkout context.
- Payment method management through connected providers
- Membership and plan context
- Invoice, deposit, and billing record review
Referrals
/referralsReferral code program for acquiring new customers and earning listing credits.
- Create and manage referral codes
- Track referral outcomes and rewards
- Supports bonus listing credits
Loyalty Program
/loyalty-programAutomate rewards based on spend, order count, and referral milestones.
- Tabs: overview, rules, referrals, rewards, settings
- Automated evaluation workflows
- Retention-focused incentive management
Integrations (App Store)
/app-storeConnect payments, calendars, communications, media platforms, accounting tools, and migration tooling.
- Payments: Stripe, Square
- Calendar and communications: Google, Outlook, Apple, Twilio, email domains
- Media/Marketing/Ops: CubiCasa, iGUIDE, Mailchimp, Brevo, Payroll, Tipping, Zapier, Migration Tool
Workspace Settings
/settingsCompany-level branding, public page, and communication defaults used throughout workspace experiences.
- Brand identity controls
- Portal, property website, and public defaults
- Configuration baseline for teams
Account Settings
/account-settingsUser and company settings in one place.
- User tabs: profile, password, address, daypart preferences
- Company tabs: profile, white label, legal, business hours, download permissions, deposits
- Legal acknowledgements can be required during public booking and deposit payment flows
- Central place for identity and policy controls
Public Experiences
Customer-facing routes that power order intake, portal access, and media delivery pages.
Public Order Forms
/order-formPublic booking surfaces generated by Storefront configuration.
- Supports routes like
/order-form/:formIdand/order-form/:slug/:formId - Captures structured booking data
- Can support deposits, checkout, and required legal acknowledgement
Property Website Pages
/sites/:slugPublic listing websites built from published property website modules.
- Supports variant paths (
/sites/:slug/:variant) - Designed for branded listing presentation
Public Customer Portal
/portal/:slugCustomer login and account area exposed from portal settings.
- Supports nested portal paths for listings, orders, teams, settings, and marketing tools
- Lets customers manage supported billing contact, notification, and payment method settings
- Can allow or disable customer-created orders from portal configuration
Listing Download Center
/listings/:listingId/download-centerDedicated listing file access surface for deliverables and media assets.
- Direct file handoff experience
- Supports payment-aware and permission-aware asset access workflows
Role-Based Workspaces
Role entry paths provide focused views so each team member sees only what they need.
Photographer Workspace
Entry path: /photographer. Includes Dashboard, Orders, Calendar, Listings, Account
Settings, and Integrations.
Editor Workspace
Entry path: /editor. Includes Dashboard, Listings, Orders, and Account Settings.
Accounting Workspace
Entry path: /accounting. Includes Dashboard, Orders, Billing, Reports, and Account
Settings.
Complete Feature Index
Route-level checklist for all active platform experiences.
| Surface | Route | Primary Purpose |
|---|---|---|
| Workspace | /dashboard | Operational overview |
| Workspace | /orders | Order lifecycle management |
| Workspace | /listings | Listing media pipeline |
| Workspace | /customers (alias: /clients) | Customer directory + detail views |
| Workspace | /customer-teams | Customer team, pricing, and access management |
| Workspace | /loyalty-program | Rewards and referral automation |
| Workspace | /calendar | Scheduling and appointment planning |
| Workspace | /products | Catalog + pricing architecture |
| Workspace | /availability | Coverage and booking constraints |
| Workspace | /order-forms | Order form builder and publishing |
| Workspace | /order-forms/order-fields | Custom intake questions |
| Workspace | /notifications | Email/SMS templates and channel controls |
| Workspace | /customer-portal | Portal configuration, users, billing, and notifications |
| Workspace | /app-store (alias: /integrations) | Connected app management |
| Workspace | /referrals | Referral code program |
| Workspace | /team | Internal team + payroll setup |
| Workspace | /reports | Performance and revenue reporting |
| Workspace | /property-websites | Listing website publishing |
| Workspace | /billing | Membership, invoice, deposit, and payment method controls |
| Workspace | /account-settings | User and company configuration |
| Workspace | /settings | Workspace brand + behavior defaults |
| Public | /order-form | Customer intake, booking, acknowledgement, and checkout |
| Public | /sites/:slug | Published property pages |
| Public | /portal/:slug | Customer login, orders, listings, billing, and notifications portal |
| Public | /listings/:listingId/download-center | Listing file delivery with access controls |
| Role Route | /photographer/* | Photographer-focused workspace views |
| Role Route | /editor/* | Editor-focused workspace views |
| Role Route | /accounting/* | Accounting-focused workspace views |
Products section routes:
/products/main-products,
/products/addon-products, /products/packages,
/products/travel-fees, /products/taxes, /products/coupons.
Availability section routes:
/availability/twilight-availability,
/availability/calendar-sync, /availability/territories,
/availability/booking-settings, /availability/appointment-settings.
Account Settings tabs: user tabs (
profile, password,
address, daypart) and company tabs (profile,
white_label, legal, business_hours,
download_permissions, deposits). Use legal settings for required
booking or deposit-payment acknowledgement text.
Customer portal settings: portal branding, users, order creation, billing contact,
saved payment method, notification preferences, listing access, and team visibility are managed
from portal and customer/team configuration.
Support
Need help with setup, a bug, access, or a workflow decision? Start on the support page to review FAQs, then contact the team with your workspace details.
Get help from the team
Include your workspace name, the signed-in email, the exact route, affected order/listing/customer IDs, the approximate time of the issue, and whether it happened in a public form, portal, or workspace view.
Need direct contact? Use the dedicated support page.