ShootQ Support

Lauren

Helpful instructional videos and recorded webinars

Training Videos

A quick tour of the main features and functionality of the website including entering leads and booking jobs

Video: Account Overview

Learn how to add a contact to your contact list

Video: Adding A Contact

Learn how to bulk import a list of contacts into ShootQ

Video: Importing Contacts

Learn about the different stages in the life cycle of a lead until they become an active, booked job.

Video: Tracking Leads with the Lead Board

Video: Creating A Job

Learn how to add events to jobs and how to create a timeline for those events.

Video: Adding Events to Jobs

Learn how to create a booking proposal and send it to your client

Video: Creating a Proposal

Learn about the client site where clients can view their contacts and job details, and also make payments on their invoices.

Video: The Client Site

Learn how to manage user access levels, set their job roles, and add new team members to your account

Video: Team and User Roles

In this tutorial we show you how to configure your products and services

Video: Setting Up Pricing - Products & Services

Learn how to build a pre-set packages from your products and services

Video: Setting Up Pricing - Packages

Learn how to set up Job Types, Job Roles, and Event Types

Video: Configuring Job Settings

Learn how to set up re-usable templates for your contracts

Video: Creating Contract Templates

Learn how to create re-usuble pre-set payment schedule templates for all of your jobs and invoices

Video: Creating Payment Schedules

Learn how to build questionnaires and send them to your clients

Video: Questionnaires

Learn how to configure your tax rates and tax settings for your invoices

Video: Setting Up Taxes

Learn how to create re-usable email templates

Video: Setting Up Email Templates

Sync a merchant account to ShootQ so that clients can pay via credit card

Video: Integrating a Merchant Account

Learn to set up the ShootQ contact form in order to automatically capture leads in ShootQ

Video: Setting Up the ShootQ Contact Form

Video: Adding the ShootQ Contact Form to a Website

Video: Creating A Discount

Learn how to create templates for your default proposal settings

Video: Proposal Templates

Learn how to set up booking pages for your mini-sessions, workshops, and other types of sessions.

Video: Booking and Workshop Module

Learn how to print or download all of your job information - contracts, questionnaires, notes, and more - to a PDF dossier

Video: Job Sheets

In this tutorial, we'll discuss how apply a series of tasks to your Leads to help you stay better organized during your sales process.

Video: Lead Workflows

Video: Product Workflow Templates

Learn how to set up a site wide email signature for your communications.

Video: Setting a Global Email Signature

Follow these steps to assign a workflow to a current job/lead.

Adding a Workflow to a Current Job/Lead

ShootQ - ShootProof Integration

ShootQ has the option to have multiple brands in one platform depending on the subscription plan you have.

Multiple Brands

How to create pricing pages for your clients to view and submit a quote.

Pricing Pages

Quick Tutorials

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

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.

{appName} in 60 seconds

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.