How to connect Session and Flodesk

Session is a booking platform designed for photographers that handles contracts, questionnaires, and payments during the booking process. With the direct Flodesk integration, clients who book a session with you and opt in to email marketing can be automatically added to your Flodesk audience, without any manual importing.

This article walks you through connecting the two accounts and choosing which segment your booked clients are added to.

• An active Flodesk account

• A Session account

• At least one segment created in Flodesk for the clients you want to add

Before connecting the two accounts, create the segment in Flodesk where you want booked clients to land. Go to Audience > Segments and create a new segment. For this example, we'll call it "Booked clients."

In your Flodesk account, go to My Account > Integrations and click Connect on the Session integration card.

If you already have a Session account, sign in. If not, you can sign up for a new account at this step.

Once you're logged in to Session, go to Manage > Integrations and click Connect Flodesk.

You'll be prompted to log in to your Flodesk account. Once logged in, click Allow to authorize Session to access your Flodesk account.

Once connected, new clients from Session who opt in to email marketing will automatically be added to your All Subscribers list in Flodesk.

By default, opted-in clients are added to your All Subscribers list. To add them to a specific segment instead:

1. In Session, click Edit Flodesk segment

2. Choose the segment you want from the dropdown menu

3. Click Save

From this point on, opted-in clients who book with you will be added directly to that segment in Flodesk.

How do I connect Session to Flodesk?
In your Flodesk account, go to My Account > Integrations and click Connect on the Session card. Then, in your Session account, go to Manage > Integrations and click Connect Flodesk. Log in to Flodesk when prompted and click Allow to authorize the connection.

Will all my Session clients be added to Flodesk?
No. Only clients who opt in to email marketing during the booking process will be added to Flodesk. Clients who don't opt in won't appear in your audience.

Where do opted-in clients appear in Flodesk after connecting Session?
By default, they're added to your All Subscribers list. You can change this to a specific segment by clicking Edit Flodesk segment in Session, choosing a segment from the dropdown, and saving.

How do I add booked clients to a specific Flodesk segment instead of All Subscribers?
In Session, click Edit Flodesk segment, choose the segment you want from the dropdown menu, and click Save. New opted-in clients will then be added to that segment going forward.

Do I need to create a segment in Flodesk before connecting Session?
It's a good idea to create the segment first so it's ready to select when you configure the integration in Session. You can create a segment by going to Audience > Segments in your Flodesk account.

Does connecting Session to Flodesk add my existing clients retroactively?
No. Only new clients who book and opt in to email marketing after the connection is set up will be added to Flodesk. Existing clients won't be synced automatically.