Training Videos

Helpful instructional videos and recorded webinars

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32 articles in this collection
Written by Adam Fried and Esther Louise
Quick Tutorials

Video: Account Overview

A quick tour of the main features and functionality of the website including entering leads and booking jobs
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Written by Adam Fried
Updated over a week ago

Video: Adding A Contact

Learn how to add a contact to your contact list
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Written by Adam Fried
Updated over a week ago

Video: Importing Contacts

Learn how to bulk import a list of contacts into ShootQ
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Written by Adam Fried
Updated over a week ago

Video: Tracking Leads with the Lead Board

Learn about the different stages in the life cycle of a lead until they become an active, booked job.
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Written by Adam Fried
Updated over a week ago

Video: Creating A Job

Learn how to create a new job or lead
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Written by Adam Fried
Updated over a week ago

Video: Adding Events to Jobs

Learn how to add events to jobs and how to create a timeline for those events.
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Written by Adam Fried
Updated over a week ago

Video: Creating a Proposal

Learn how to create a booking proposal and send it to your client
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Written by Adam Fried
Updated over a week ago

Video: The Client Site

Learn about the client site where clients can view their contacts and job details, and also make payments on their invoices.
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Written by Adam Fried
Updated over a week ago

Video: User Profile and Company Information

Learn how to modify usernames, passwords, company branding, currency, and more!
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Written by Adam Fried
Updated over a week ago

Video: Team and User Roles

Learn how to manage user access levels, set their job roles, and add new team members to your account
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Written by Adam Fried
Updated over a week ago

Video: Setting Up Pricing - Products & Services

In this tutorial we show you how to configure your products and services
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Written by Adam Fried
Updated over a week ago

Video: Setting Up Pricing - Packages

Learn how to build a pre-set packages from your products and services
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Written by Adam Fried
Updated over a week ago

Video: Configuring Job Settings

Learn how to set up Job Types, Job Roles, and Event Types
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Written by Adam Fried
Updated over a week ago

Video: Creating Contract Templates

Learn how to set up re-usable templates for your contracts
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Written by Adam Fried
Updated over a week ago

Video: Creating Payment Schedules

Learn how to create re-usuble pre-set payment schedule templates for all of your jobs and invoices
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Written by Adam Fried
Updated over a week ago

Video: Questionnaires

Learn how to build questionnaires and send them to your clients
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Written by Adam Fried
Updated over a week ago

Video: Setting Up Taxes

Learn how to configure your tax rates and tax settings for your invoices
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Written by Adam Fried
Updated over a week ago

Video: Setting Up Email Templates

Learn how to create re-usable email templates
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Written by Adam Fried
Updated over a week ago

Video: Integrating a Merchant Account

Sync a merchant account to ShootQ so that clients can pay via credit card
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Written by Adam Fried
Updated over a week ago

Video: Setting Up the ShootQ Contact Form

Learn to set up the ShootQ contact form in order to automatically capture leads in ShootQ
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Written by Adam Fried
Updated over a week ago

Video: Adding the ShootQ Contact Form to a Website

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Written by Adam Fried
Updated over a week ago

Video: Syncing Your Apple and ShootQ Calendars

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Written by Adam Fried
Updated over a week ago

Video: Syncing Your Google and ShootQ Calendars

Learn how have events appear appear on both calendars
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Written by Adam Fried
Updated over a week ago

Video: Syncing Your Outlook and ShootQ Calendars

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Written by Adam Fried
Updated over a week ago

Video: Creating A Discount

Configure re-usable discount templates
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Written by Adam Fried
Updated over a week ago

Video: Proposal Templates

Learn how to create templates for your default proposal settings
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Written by Adam Fried
Updated over a week ago

Video: Booking and Workshop Module

Learn how to set up booking pages for your mini-sessions, workshops, and other types of sessions.
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Written by Adam Fried
Updated over a week ago

Video: Job Sheets

Learn how to print or download all of your job information - contracts, questionnaires, notes, and more - to a PDF dossier
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Written by Adam Fried
Updated over a week ago

Video: Lead Workflows

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.
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Written by Adam Fried
Updated over a week ago

Video: Setting a Global Email Signature

Learn how to set up a site wide email signature for your communications.
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Written by Esther Louise
Updated over a week ago