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Getting Started Guide
Getting Started Guide
New to the Q? Get your account dialed in quickly
24 articles in this collection
Written by
Adam Fried
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
Account Overview
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
Setting Up Your Account - Basic
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
Setting Up Your Account - Advanced
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