Shoots and the calendar
A shoot is a piece of work for a client, such as a wedding or a portrait session. It ties together the date, the price, the payment and the client's galleries. You can see all your shoots in a list or on a calendar.
Add a shoot¶
- Open Clients, switch to the Shoots view and select New shoot.
- Choose the Client, or type the name of a new one. A client is required.
- Fill in the Title and the Type: Shoot, Production or Other.
- Set the Status, Date & time and, if you like, Ends.
- Add a Price and Currency, and a Payment link if you take payments. See Payment links for shoots.
- Select More details for the Location, Package, Participants, Lead source and Notes. You can also pick a Calendar colour.
- Save. You'll see "Shoot saved."
Shoot statuses¶
Inquiry, Booked, In progress, Delivered, Closed and Cancelled.
Create a gallery for a shoot¶
On a shoot, use the Gallery button to create a gallery that belongs to it. A gallery you create from a client's card can also become part of a shoot ("Gallery becomes part of this shoot").
See your shoots¶
- Upcoming shoots lists scheduled shoots across all clients, by date. Shoots without a date are marked "No date".
- Open Calendar in the sidebar and use View to switch between List and Calendar. In calendar view, move between months, select Today, and select a day to add a shoot on that date.
Delete a shoot¶
Deleting a shoot doesn't delete its galleries: they stay with the client.