Where to Start with Workflows
Maria Eveslage • May 28, 2024

Have you ever missed a deadline, an inquiry from a client, or forgotten to send an important prep email?

Life happens, and sometimes critical steps in your business get overlooked. It happens to the best of us. But what if there was a way to remove the stress of remembering emails and important tasks? In this week’s blog, we’ll discuss how starting workflows can help eliminate missed opportunities and keep your clients happy.


What is a Workflow?

Are you wondering what a workflow is but hesitant to ask? A workflow is a series of tasks, steps, and emails that you create to keep your business organized and efficient. ShootQ allows you to automate these processes to ensure you don’t miss any important tasks.


Getting Started with Workflows

Starting workflows might sound overwhelming at first, but once you outline them, they will help streamline your business. Here’s how to get started:

  1. Outline Your Steps: Sit down and consider all the steps you take for your sessions. Make a detailed task list.
  2. Input Your List into ShootQ: Once your task list is ready, it's time to enter it into ShootQ.


Do you offer multiple session types? With ShootQ, you can create as many workflows as you need. Each workflow can have its own series of tasks and steps tailored for each session type.


Workflow Emails

Do you send the same emails repeatedly to your clients? Create email templates in ShootQ to automate this process. Email templates maintain a personalized feel without the hassle of writing each email individually.

A screenshot of a dashboard on a computer screen.

Creating To-Do’s

ShootQ not only schedules your emails but also allows you to create to-do tasks within your workflows. To-do tasks can include writing a blog, sending thank you cards, and culling your sessions. Starting workflows with to-dos helps you keep track of upcoming and overdue tasks effortlessly.


Conclusion

By implementing workflows in ShootQ, you can transform how you manage your photography business. Automating tasks and emails ensures nothing slips through the cracks, allowing you to focus on what you do best—capturing beautiful moments for your clients. Start small, outline your processes, and let ShootQ handle the rest. With efficient workflows in place, you'll save time, reduce stress, and provide an exceptional client experience that keeps them coming back for more.



Ready to streamline your business and boost productivity? Dive into ShootQ today and watch your photography business thrive!

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A logo for a company called shootq migration.

ShootQ Migration FAQs

By Maria Eveslage • February 10, 2025
What’s Changing? The technology behind our legacy platform has reliably supported our users for many years. However, maintaining and updating this older system has become increasingly challenging, and its limitations have prevented us from delivering the best possible user experience. Therefore, we have decided to transition all users to our more modern and robust platform, which has already been successfully serving thousands of photographers for the past five years. This change is a step forward in our commitment to providing superior tools and services that meet the evolving needs of professional photographers. Why This Change Is Happening Our new platform leverages modern technology that resolves the issues encountered with the old system. It introduces powerful features designed to streamline the management of client relationships. Expect a faster, more stable, and comprehensive system to support your business growth. What is being migrated? To ensure a seamless transition, we will migrate the following items: Jobs Invoices Contacts Contracts Proposals Email Templates Contract Templates Contact Form Templates Product & Services Templates Workflow Templates What will not be migrated? Certain elements will not be carried over to the new system: Client Portals Job Notes In-Progress Workflows (workflow templates will be migrated) Payment Schedule Templates Discount Templates Tax Templates Referrals set in existing jobs Transition to the New System As the legacy system is phased out, here are steps to help you adjust: Disable Legacy Settings: To avoid confusion, disable any unnecessary settings in the legacy system, such as invoice reminders by navigating to Settings > Invoices & Payments > Invoice Settings and unchecking "Send automatic email reminders for unpaid invoices." Complete the New Setup Guide: Utilize the Setup Guide in the new system found under Settings > Onboarding Setup Guide to fully adapt to the new functionalities. Updates on Integrations We are thrilled to share some exciting enhancements that are on the horizon for our new platform. In response to feedback and the evolving needs of our community, we will be implementing integrations with QuickBooks and ProSelect in the near future. These updates are designed to streamline your financial management and client interactions, enhancing your overall workflow efficiency. Stay tuned for these valuable additions that will further empower your photography business. Multiple Brands Additionally, we are excited to announce that support for managing multiple brands is now available, providing you with the flexibility to handle various aspects of your business from a single account. These integrations and features are designed to enrich your experience by streamlining financial management and client interactions, making your workflow smoother and more efficient. Stay tuned for these exciting updates that will further empower your photography business. Further Assistance For a smoother transition, visit our YouTube Tutorial Series and consult the Getting Started Knowledge Base . Our support team is also ready to assist you every step of the way. What If I’m Not Using My Account Anymore?  If your account has been inactive for more than 12 months, your account will not be migrated. If you wish to have your account migrated, you will simply need to login to your account before March 3, 2025. Final Migration Notice This migration is essential for enhancing your photography business operations. We are committed to supporting you through this transition and ensuring a smooth and effective upgrade to our new platform.
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