Group 65
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Knowledge Base
Knowledge Base
In-depth articles detailing all aspects of the system
37 articles in this collection
Written by
Adam Fried,
Keana Clay,
and
James Landas
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
In addition to our general HTTP-based API, ShootQ provides an alternative inbound email service for new lead creation.
Written by
Keana Clay
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
Written by
Keana Clay
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