Templates
How to set up your templates in ShootAssist
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How to set up your templates in ShootAssist
Last updated
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To customize your templates, head to your and click the Templates tab.
In most cases, creating and editing a template works the same across all the templates in the system. You'll use the dropdown to select the Templates you'd like to interact with. To create a new template, you'd click the blue New Template button. Or to edit an existing template, hover it's row and click the edit icon. Once you're finished, click the save icon to save your work.
We've already covered what Business Segments and Seasons are as part of the Glossary, so here, we'll focus on the other templates you'll come across.
Client types allow you to specify the types of clients you might perform jobs for. ShootAssist was built for volume photographers in general so depending on your business this might be Schools, Dance Studios, Sports Leagues or more. You might also decide to segment your client types further by using Public School and Private School as two separate client types.
To edit an existing Client Type, you'll simply click it's row to open the editor. Doing so, you'll notice Client Types can be assigned a Color, Business Segment and Subject type in addition to the name you give a particular type.
Contact titles are for tracking what role a contact fills for a particular client. These are mostly for ease of reference but do allow you to select a contact to be cc'd on a particular automated email based on their title. (ie, if you have a School Sports shoot, you might want the automated emails to cc the athletic director at the school if you have their individual info)
Because of the information that ShootAssist collects about your Jobs, Clients and Contacts, it can be useful to print a printed 'Job Ticket' on each shoot. These include the address, date, time and location for a particular shoot along with who the client is, who the important contacts are, pertinent notes about the job etc. Most of this information is generated automatically, but there are 4 boxes that you can assign a custom title to. If there is information your team should be writting down, dates for internal things that might need to be recorded somewhere, this can be a great way to build that into the existing job ticket.
Service items are a forward-looking feature for ShootAssist. In their current state, you can record which service items each of your clients gets along with the price and cost for a service item. In a future update, you'll be able to act upon that info in a variety of ways including recording financial info about the service items you provided to a client and generating an end of season document to show the value of the items you delivered.
Since ShootAssist's client types can be customized, you can also customize your Subject Types and the two work together throughout the app. If you mark a client as a Dance Studio, you can mark that Client Type's subject type as Dancer and anywhere ShootAssist displays info about the subjects for a particular client, it will properly reference them as dancers.
In a particular job, you can record the financial line items associated with the job and can assign categories to those line items. In addition, the Transaction Categories can be assigned a category of their own as either being an Income or Expense category. When you record line items in a job, you can assign categories to keep organized records of a job's finances.