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Knowledge Base
Knowledge Base

In-depth articles detailing all aspects of the system

Adam Fried avatarPaolo Jimenez avatar
By Adam and 1 other2 authors37 articles
Job Details Templates
Booking Module for Meetings
Booking Module for Workshops
Booking Module for Sessions
Custom Themes
Using a Referral Code to get a free month
Product Workflow Templates
Creating Leads via Email
Setup DKIM

Settings


Configuring Settings
Square Merchant Account Setup
Stripe Merchant Account Setup
Authorize.net Merchant Account Setup
Braintree Merchant Account Setup
PayPal Pro Merchant Account Setup

Jobs and Leads


Leads vs. Booked Jobs
Tracking Leads with the Lead Board
Job Overview
Adding Events to Jobs
Job and Lead Labels
Job Sheets
Lead Workflows
Job Workflows
Adding Files to Jobs
Adding Tasks to Jobs and Leads
Adding Automated Emails and Questionnaires to a Booked Job

Contacts


Bulk Importing Multiple Contacts
Archiving vs. Deleting a Contact
Adding Custom Fields to a Contact Profile
Merging Contacts
Adding Contacts into Groups

Invoices and Contracts


Documents Overview
Creating Standalone Invoices
Splitting Payments Evenly on an Invoice
Automatic Invoice Reminders and Payment Thank You Emails

Calendar


Google Calendar: Revoking ShootQ Access

Reports and Analytics


How Reports Are Calculated
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