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Knowledge Base
Knowledge Base
In-depth articles detailing all aspects of the system
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37 articles in this collection
Written by
Adam Fried,
James Landas,
and
Paolo Jimenez
Job Details Templates
Written by
James Landas
Updated over a week ago
Booking Module for Meetings
Written by
James Landas
Updated over a week ago
Booking Module for Workshops
Written by
James Landas
Updated over a week ago
Booking Module for Sessions
Written by
James Landas
Updated over a week ago
Custom Themes
Manage, edit, and create templates to customize the look and feel of your client sites
Written by
James Landas
Updated over a week ago
Using a Referral Code to get a free month
custom referral codes
Written by
Adam Fried
Updated over a week ago
Product Workflow Templates
How to use and create product workflow templates.
Written by
Adam Fried
Updated over a week ago
Creating Leads via Email
IMPORTANT: In order to prevent spam leads, please set up reCaptcha on your website's contact form.
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Written by
Paolo Jimenez
Updated over a week ago
Setup DKIM
Learn to change the default sender email address from notifications@shootq.com to your own email address
Written by
Adam Fried
Updated over a week ago
Settings
Configuring Settings
Links to articles showing you how to set up and modify your ShootQ account settings
Written by
Adam Fried
Updated over a week ago
Square Merchant Account Setup
Learn to sync your Square account to ShootQ
Written by
Adam Fried
Updated over a week ago
Stripe Merchant Account Setup
Learn how to sync your Stripe account to ShootQ.
Written by
Adam Fried
Updated over a week ago
Authorize.net Merchant Account Setup
Written by
Adam Fried
Updated over a week ago
Braintree Merchant Account Setup
Learn how to sync your Braintree account to ShootQ
Written by
Adam Fried
Updated over a week ago
PayPal Pro Merchant Account Setup
Learn to sync your Paypal Pro account to ShootQ
Written by
Adam Fried
Updated over a week ago
Jobs and Leads
Leads vs. Booked Jobs
Understand the difference between these two types of Jobs and how they relate
Written by
Adam Fried
Updated over a week ago
Tracking Leads with the Lead Board
Track the different stages in a lead's life cycle.
Written by
Adam Fried
Updated over a week ago
Job Overview
In-depth review of the sections of a job
Written by
Adam Fried
Updated over a week ago
Adding Events to Jobs
Learn about creating events, sub-events, and timelines on jobs
Written by
Adam Fried
Updated over a week ago
Job and Lead Labels
Learn to tag jobs and leads with labels for better filtering
Written by
Adam Fried
Updated over a week ago
Job Sheets
Learn how to download or print job information to a PDF dossier
Written by
Adam Fried
Updated over a week ago
Lead Workflows
Set up a series of tasks and automations to guide your studio through the entire sales process
Written by
Adam Fried
Updated over a week ago
Job Workflows
Set up tasks and automated emails & questionnaires for your active Jobs
Written by
Adam Fried
Updated over a week ago
Adding Files to Jobs
Learn how to attach files to jobs for reference later
Written by
Adam Fried
Updated over a week ago
Adding Tasks to Jobs and Leads
Learn how to add tasks and manage them with the Dashboard's task manager
Written by
Adam Fried
Updated over a week ago
Adding Automated Emails and Questionnaires to a Booked Job
Written by
Adam Fried
Updated over a week ago
Contacts
Bulk Importing Multiple Contacts
Learn how to import a list of multiple contacts into ShootQ
Written by
Adam Fried
Updated over a week ago
Archiving vs. Deleting a Contact
Learn the difference between these two actions.
Written by
Adam Fried
Updated over a week ago
Adding Custom Fields to a Contact Profile
Add custom fields for additional email addresses, locations, phone numbers, and dates
Written by
Adam Fried
Updated over a week ago
Merging Contacts
Learn how to combine two contacts into one
Written by
Adam Fried
Updated over a week ago
Adding Contacts into Groups
Written by
Adam Fried
Updated over a week ago
Invoices and Contracts
Documents Overview
How to view all of your invoices, proposals, contracts, and questionnaires in one place
Written by
Adam Fried
Updated over a week ago
Creating Standalone Invoices
Written by
Adam Fried
Updated over a week ago
Splitting Payments Evenly on an Invoice
Learn how to easily set up a payment schedule that evenly divides payments
Written by
Adam Fried
Updated over a week ago
Automatic Invoice Reminders and Payment Thank You Emails
Learn how to automatically send invoice reminders and thank you emails for successful payments
Written by
Adam Fried
Updated over a week ago
Calendar
Google Calendar: Revoking ShootQ Access
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Written by
Paolo Jimenez
Updated over a week ago
Reports and Analytics
How Reports Are Calculated
Understand how each metric in the Reports section is calculated
Written by
Adam Fried
Updated over a week ago