Knowledge Base

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

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

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

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

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

How Reports Are Calculated

Understand how each metric in the Reports section is calculated

Written by Adam Fried
Updated over a week ago