Set Up Your Studio in Captura Workflow
Get the foundation right—so everything runs smoother from day one
Why This Matters
Your initial setup drives everything that follows.
When your foundation is set correctly, you:
Avoid fulfillment issues
Reduce setup friction later
Create a smoother experience for your team and customers
👉 This is how you save time—and make more during peak season.
Step 1: Set Up Payments (Stripe)
Get ready to take orders and get paid
Captura Workflow connects directly to Stripe to process payments and deposit revenue into your bank account.
How to Set It Up
Step | What to Do |
|---|---|
Access setup | Click the “Stripe Account Not Setup” prompt on your homepage |
Create account | Complete the Stripe onboarding form |
Submit details | Enter accurate business and banking information |
What to Expect
Item | Timeline |
|---|---|
First payout (US) | Up to 48 hours |
First payout (Canada) | ~7 days |
Ongoing payouts | Daily (after setup) |
Important Notes
You must create a new Stripe account through Captura (existing accounts cannot be linked)
Verification can take up to 7 business days
Missing or incorrect information will delay payouts
👉 Set this up early—everything else depends on it
Step 2: Add Your Studio Details
Control how your business appears across the ecosystem
Your studio information is used in:
Customer receipts
Shipping labels
Storefront experience
How to Set It Up
Navigate to:
Preferences → My Studio
What to Configure
Field | Recommendation | Why It Matters |
|---|---|---|
Studio Name | Use your official business name | Ensures consistency across customer touchpoints |
Address | Use office or PO Box (not home) | Prints on receipts and shipping labels |
Website | Add your main site | Builds credibility |
Order Emails | Use shared inbox (e.g., Customer Service) | Keeps communication consistent |
Important Notes
Avoid using a home address (it will appear on customer-facing materials)
Use generic contact names instead of individuals
👉 Clean setup here creates a more professional customer experience
Step 3: Connect Your Lab Services
Enable fulfillment and expand what you can sell
Captura Workflow connects your studio to lab partners for printing and fulfillment.
How to Set It Up
Step | Action |
|---|---|
1 | Contact Captura support to enable your lab |
2 | Contact your lab to activate product catalogs |
What You Get by Default
Catalog | Purpose |
|---|---|
Digital Downloads | Captura-fulfilled files |
Standard Prints | Self-fulfillment |
My Products | Custom products from your designs |
Best Practices
Confirm catalog access before building price sheets
Plan for how you’ll fulfill custom products
👉 Your lab setup directly impacts your turnaround time and product offering
Step 4: Add a Copyright Release
Support digital sales and customer flexibility
A copyright release allows customers to print their digital purchases anywhere.
How to Set It Up
Send your PDF to: support@captura.io
Captura will attach it automatically to digital download orders
Best Practices
Recommendation | Why It Matters |
|---|---|
Use a generic document | No order-specific customization is applied |
Add branding (logo, signature) | Keeps experience professional |
Keep it simple | Easier for customers to understand |
👉 This builds trust—and supports digital product sales
Step 5: Add Your Team and Assign Roles
Give your team access—without losing control
Onboarding your team ensures:
Clear ownership of tasks
Better visibility across jobs
Faster execution during busy seasons
How to Set It Up
Navigate to:
Preferences → Users → New User
Enter name and email
Set temporary password
Assign role(s)
Understanding User Roles
Roles control what each team member can see and do.
Click on the Role to see the details and what to enable/disable
User Role Breakdown
Role | What They Can Do | What They Cannot Do |
|---|---|---|
Full access (payouts, refunds, users, settings) | N/A | |
Create jobs, manage images, release orders | No financial or user access | |
Capture images, update subject data | No pricing, jobs, or financial access | |
Fix data, locate orders, assist customers | No pricing or refund control | |
Build campaigns, discounts, messaging | No production or financial access | |
Import jobs and subject data | No editing, pricing, or fulfillment access |
Important Notes
Users must have a role assigned before logging in
Multiple roles = highest level of combined access
👉 The right roles keep your team efficient—and your business protected
Step 6: Connect PLIC (Unlock the Ecosystem)
Move from setup to a fully connected workflow
PLIC integration connects your studio to key applications across the Captura ecosystem.
How to Set It Up
Step | Action |
|---|---|
1 | Log into the Master Account |
2 | Go to: Preferences → Integrations |
3 | Enter PLIC credentials |
4 | Click Sync |
What This Unlocks
Product Designer
Yearbooks
Captura Portal
What It Enables
Publish projects from PLIC to Workflow
Sync subject data and pose selections automatically
Keep everything aligned across systems
⚠️ Important:
One PLIC account per Captura account
Changes sync across the ecosystem within minutes
👉 This is what turns Workflow into a connected ecosystem
What This Unlocks
When your studio is set up correctly:
Orders flow cleanly from capture to fulfillment
Your team knows exactly what to do
Customers have a consistent experience
👉 Everything works together inside the Captura ecosystem
Final Takeaway
Strong setup isn’t just administrative—it’s strategic.
When you:
Set up payments correctly
Configure your studio details
Connect your lab
Align your team
👉 You create a foundation that helps your studio move faster, avoid errors, and make more.