Welcome To Shoot Caddy Support Portal
Please watch the videos or use a support option below.
Shoot Caddy
Welcome to the Shoot Caddy support portal. Below you'll find our training and support videos for the fastest help. If you still need additional assistance, submit a ticket below.
Email: [email protected]
LEADS Made Simple!
Never miss the opportunity to turn a lead into a sale again
What happens when my client opts in using contact form one my site?
How do I see the details of a new contact who has filled in a form on my website?
What does my client see when they fill out my funnel pop up form?
How do I see the details of a new contact who has filled in a pop-up form in a funnel?
How do I find the meeting details of a lead that has booked an Inquiry/Consult/Sales call with me?
How can I put in a new lead that came through instagram? How do I put a new lead from email/phone call into my pipeline?
What do I do if someone has ghosted me?
How do I use opportunities to manage leads in progress?
How do I manually add an appointment with a lead in the system?
How do I do a manual booking? I have a client who I want to push their. booking through without them going through landing page? How do I start a photoshoot booking after a call with a client?
What do I do after I have put a tentative hold in the calendar? What options are there to get a deposit paid? How do I get clients to pay a deposit or pay for their session?
How to get paid on a sales call or just after using a quick and easy method, a payment link
What is in the New Lead (DM, Email, Phone, Other) column for?
What is in the New Lead (DM, Email, Phone, Other) column for?
How can I put a new lead into the Pipeline manually? How do I enter a new lead into opportunity that doesn't come in through a form?
Smooth BOOKINGS
Stay organised so your clients & YOU have a smooth and consistent experience
What do I do if someone has paid their invoice by direct deposit into my bank account?
POST PRODUCTION Wrap Up
Final files, fresh sales, social buzz, testimonials and smooth archiving
Marketing With FUNNELS
See the funnel set up from both POVs
What is included on my funnel landing page and the purpose of the pop up form?
What happens for my client when they fill in pop up form on my funnel landing page?
What information is included on the next page (next step) in my funnel?
What does my client see when they go to the next page (next step) in my funnel?
How does the 3rd and 4th step of my funnel allow the lead to book a free call with me?
What does my client see when they book in for a free call with me?
Everyday 'HOW-TOs'
Quick answers to keep your workflows moving
How do I see everything happening in my business? Where can I see new leads and payments due?
What is the difference between system generated emails and the 2 way synced email?
What do I do on a daily basis to check communications with contacts (emails/DMs)?
How do send an email from Shoot Caddy?
How do I check how many leads I have?
How do I check how many shoots I have coming up?
How do I check who hasn't paid their invoice so I can follow up?
How do I check who hasn't signed a contract?
What's the best way in Shoot Caddy to save information I use in emails all the time?
Where can I set up my user signature profile? How do I set up email signature?
Where do I find my contact forms and questionnaires?
What is the launch pad, what do I do in there?
I need to block out the calendar, how can I do this?
How do I add a contact into my Shoot Caddy?
How can I get paid via SMS? How do I set up payment links? How can I get paid using the App?
How can I send a testimonial to my client? How can I send my client a questionnaire?
If just received a notification from Shoot Caddy that my social meida account connected to my social planner has expired, what do I do?
NEW ACCOUNTS SET UP
Platform Overview
Launchpad - Integrate Your Social Media.
Other Integrations
Download The App
Lead Connector overview
Adding Users, Restrictions
Custom Values
Adding A Phone Number
Adding A Domain
Gmail Sync
LEARN TO DRIVE PBE CAMPAIGNS
Behind the Business
Book, Shoot, Repeat (Mini Sessions)
The Social Sessions
BREAK UP WITH OTHER SOFTWARE
Mail (Mailchimp, Mailerlite, Flodesk, ConvertKit)
BUSINESS SETUP
Business Setup
Launchpad - Integrate Your Social Media.
Other Integrations
Download The App
Lead Connector overview
Adding Users, Restrictions
Custom Values
Adding A Phone Number
Adding A Domain
Gmail Sync
Trust Centre
CRM
CRM Overview & Navigation
Bulk Importing & Exporting Contacts
Deleting A Contact & Restoring Deleted Contacts
Adding A Contact
Smart Lists
Bulk Adding To Campaigns, WorkFlows
Custom Fields
Bulk Sending SMS & Emails
Adding and Using Tags
Documents
Grouping contacts to a Company
WEBSITE & FUNNEL BUILDER
Differences in a Funnel or Website
Website & Funnel Builder Overview
Sections, Rows, Elements
Adding Elements to Your Page
Creating Templates and Global Areas
Building A Form
Building A Survey
Connecting a Domain To Your Funnel Or Website
Building the Navigation For Your Website
Importing a Clickfunnel's Funnel
SEO Metadata On Each Page
Adding Tracking Code to Your Site
Add a blog
Adding a blog entry
Split Testing
Funnel organization
Wordpress Navigation
Wordpress - Connect a domain
Margins & Padding
Cookie Consent
URL Redirects
Funnel Navigation Trick
WORKFLOWS & AUTOMATION
What is a Workflow?
Workflow Tools
Creating a Workflow
Triggers
Troubleshooting Workflows
Conditions & Dynamic Workflows
Adding Contacts to Workflows
Workflow Recipes
Workflow Organization
Workflow Actions
Execution Logs
CALENDAR
Calendar Overview
Calendar Integrations
Adding Calendar to Websites
Team Calendars
REVIEWS
Review Setup
Sending Review Requests
Adding Reviews To Funnels & Websites
Automating Reviews
Review Widget
CHAT WIDGET
Chat Widget Overview
Setting Up Your Chat Widget
Adding Chat To Any Website
CONVERSATIONS
Conversations Overview
Conversations Templates
Custom Fields & Values
Conversation Filter
EMAIL MARKETING
HTML Email Builder
Creating Templates
Custom Fields & Values
PIPELINE
What is a Pipeline?
Creating a Pipeline
Multiple Pipelines
Adding Customers to Pipelines
Automating Adding to Pipelines
MARKETING & SOCIAL PLANNER
Social Planner Overview
Integrate Social Accounts
Your First Post
Social Media Dashboard
Scheduling Posts
Brand Boards
QR Codes
Media Center
PAYMENTS
Payments Overview
Quickpay
Invoices
Proposals & Estimates
CONNECT
Reach out to us!