ShootQ Support

Recommended guidelines to help get your account set up quickly

Steps to Getting Started with ShootQ

Learn how to use the guide to configure your account.

Onboarding Setup Guide

How to set a custom email signature for all communications.

Global Email Signature

Lauren

New to the Q? Get your account dialed in quickly

Getting Started Guide

A brief video tour of the website and the main features and functionality

Video: Quick ShootQ Overview

Learn how to create a new contact and edit their profile

Adding A New Contact

Learn how to create, edit, and update a new job

Creating a New Job

Learn to create Proposals and allow clients to sign contracts and make invoice payments

Booking Process: Creating a Proposal

The client's personalized job portal explained

Client Site Overview

Account Overview

User Profile

Configure your products and services for packages and a-la-carte ordering

Setting Up Pricing: Products and Services

Configuring pre-set packages to offer your clients during the booking process

Setting Up Pricing: Packages

Contract Templates

Job Types, Job Roles, and Event Types

Learn to configure your tax rates and tax settings

Setting Up Taxes

Customize how elements of your invoices are displayed for your clients

Invoice Settings

Logo

Setting Up Your Account - Basic

Set up a payment gateway to allow your clients to pay via credit card

Integrating a Merchant Account

Learn how to add users to your account and set their access levels and job roles

Adding Team Members and Assigning Roles

Configure re-usable email templates for corresponding with clients

Creating Email Template

Learn how to create pre-configured settings for your proposals

Proposal Settings Templates

Configure pre-set payment schedules that can be used on multiple jobs

Creating Payment Schedules

Creating Discounts

Questionnaires

In this video, we'll demonstrate how to create and customize a ShootQ contact form that can be added to your website

Setting Up the Contact Form

Syncing Your Apple and ShootQ Calendars

Syncing Your Google and ShootQ Calendars

Syncing Your Outlook and ShootQ Calendars

Connect your external calendar with your ShootQ calendar

Syncing External Calendars

Setting Up Your Account - Advanced

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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