Getting Started Guide

Steps to Getting Started with ShootQ

Recommended guidelines to help get your account set up quickly

Written by Adam Fried
Updated over a week ago

Onboarding Setup Guide

Learn how to use the guide to configure your account.

Written by Adam Fried
Updated over a week ago

Adding A New Contact

Learn how to create a new contact and edit their profile

Written by Adam Fried
Updated over a week ago

Creating a New Job

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

Written by Adam Fried
Updated over a week ago

Booking Process: Creating a Proposal

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

Written by Adam Fried
Updated over a week ago

Client Site Overview

The client's personalized job portal explained

Written by Adam Fried
Updated over a week ago

User Profile and Company Information

Learn how to set up your user and company profiles

Written by Adam Fried
Updated over a week ago

Setting Up Pricing: Products and Services

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

Written by Adam Fried
Updated over a week ago

Setting Up Pricing: Packages

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

Written by Adam Fried
Updated over a week ago

Contract Templates

Create re-usable contract templates

Written by Adam Fried
Updated over a week ago

Job Types, Job Roles, and Event Types

Configure important job-related settings

Written by Adam Fried
Updated over a week ago

Setting Up Taxes

Learn to configure your tax rates and tax settings

Written by Adam Fried
Updated over a week ago

Invoice Settings

Customize how elements of your invoices are displayed for your clients

Written by Adam Fried
Updated over a week ago

Integrating a Merchant Account

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

Written by Adam Fried
Updated over a week ago

Adding Team Members and Assigning Roles

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

Written by Adam Fried
Updated over a week ago

Creating Email Templates

Configure re-usable email templates for corresponding with clients

Written by Adam Fried
Updated over a week ago

Proposal Settings Templates

Learn how to create pre-configured settings for your proposals

Written by Adam Fried
Updated over a week ago

Creating Payment Schedules

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

Written by Adam Fried
Updated over a week ago

Creating Discounts

Set up re-usable discount templates

Written by Adam Fried
Updated over a week ago

Questionnaires

Set up re-usable questionnaire templates

Written by Adam Fried
Updated over a week ago

Setting Up the Contact Form

Written by Adam Fried
Updated over a week ago

Syncing Your Apple and ShootQ Calendars

Written by Adam Fried
Updated over a week ago

Syncing Your Google and ShootQ Calendars

Written by Adam Fried
Updated over a week ago

Syncing Your Outlook and ShootQ Calendars

Written by Adam Fried
Updated over a week ago