Getting Started

Setting up your account so ShootAssist is best enabled to support you and your business.

To get the most out of ShootAssist, you'll want to take the time to dial in your account for your particular business. Templates and Settings can be updated as you go, but taking the time to do this up front will help boost your speed to value from ShootAssist's tools.

These settings are housed under three main sections of your settings page. Team, Templates and Workflows.

Team

Team settings will be used throughout ShootAssist to represent your company. While mostly internal, things like your Team's email address, brand accent color and name will be used whenever ShootAssist displays or sends something on your behalf.

Templates

Templates house the majority of your preferences and we'll cover them in more detail on the coming pages. Most places in the app, you're able to create an item on the fly if one is required (ie creating a new Season on the Create Job page) but taking some time to set these up in advance will allow you to move faster.

Workflows

Workflows are the steps that go into planning for, doing and delivering a job. And, they're assigned to jobs using a Job Type. (ie Fall portraits get a Fall portrait workflow). Workflows are broken into 3 main segments which are Planning (anything before picture day), Production (anything after picture day) & Delivery (anything after the prints are produced).