ShootQ Support

Job Details Templates

Booking Module for Meetings

Booking Module for Workshops

Booking Module for Sessions

Manage, edit, and create templates to customize the look and feel of your client sites

Custom Themes

Using a Referral Code to get a free month

How to use and create product workflow templates.

Product Workflow Templates

IMPORTANT: In order to prevent spam leads, please set up reCaptcha on your website's contact form.

Creating Leads via Email

Learn to change the default sender email address from notifications@shootq.com to your own email address

Setup DKIM

Adam Fried

Paolo Jimenez

James Landas

In-depth articles detailing all aspects of the system

Knowledge Base

Links to articles showing you how to set up and modify your ShootQ account settings

Configuring Settings

Learn to sync your Square account to ShootQ

Square Merchant Account Setup

Learn how to sync your Stripe account to ShootQ.

Stripe Merchant Account Setup

Authorize.net Merchant Account Setup

Learn how to sync your Braintree account to ShootQ

Braintree Merchant Account Setup

Learn to sync your Paypal Pro account to ShootQ

PayPal Pro Merchant Account Setup

Settings

Understand the difference between these two types of Jobs and how they relate

Leads vs. Booked Jobs

Track the different stages in a lead's life cycle.

Tracking Leads with the Lead Board

Job Overview

Learn about creating events, sub-events, and timelines on jobs

Adding Events to Jobs

Learn to tag jobs and leads with labels for better filtering

Job and Lead Labels

Learn how to download or print job information to a PDF dossier

Job Sheets

Set up a series of tasks and automations to guide your studio through the entire sales process

Lead Workflows

Set up tasks and automated emails & questionnaires for your active Jobs

Job Workflows

Learn how to attach files to jobs for reference later

Adding Files to Jobs

Learn how to add tasks and manage them with the Dashboard's task manager

Adding Tasks to Jobs and Leads

Adding Automated Emails and Questionnaires to a Booked Job

Jobs and Leads

Learn how to import a list of multiple contacts into ShootQ

Bulk Importing Multiple Contacts

Learn the difference between these two actions.

Archiving vs. Deleting a Contact

Add custom fields for additional email addresses, locations, phone numbers, and dates

Adding Custom Fields to a Contact Profile

Learn how to combine two contacts into one

Merging Contacts

Adding Contacts into Groups

Contacts

How to view all of your invoices, proposals, contracts, and questionnaires in one place

Documents Overview

Creating Standalone Invoices

Learn how to easily set up a payment schedule that evenly divides payments

Splitting Payments Evenly on an Invoice

Learn how to automatically send invoice reminders and thank you emails for successful payments