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Basic Settings

Quick Reference​

Before you start using ShootPath, you'll want to configure a few essential settings so your business info appears correctly in emails, invoices, and contracts.

Settings Interface:

Settings Page

  1. Settings Categories - Navigate between different settings sections
  2. Business Settings - Configure name, logo, contact info, and branding
  3. Settings Cards - Each card represents a configurable aspect
  4. Save Changes - Changes save automatically when updated

Critical Settings to Configure First:

  1. Business Information - Your business name, email, and phone
  2. Photographer Name - How you sign your emails
  3. Email Signature - Appears at the bottom of all outgoing emails
  4. Business Logo (optional but recommended)

Where to Find Settings: Click "Settings" in the left sidebar navigation.

What You Can Skip For Now:

  • Packages & Add-ons (set these up when you're ready to send your first quote)
  • Payment schedules (configure when needed)
  • Advanced integrations (Stripe, email, etc.)
  • Workflow customization

Quick Setup Time: About 5-10 minutes to get the essentials configured.

Next Steps: Once your basic info is set, head back to the Dashboard and create your first lead!

Detailed Guide​

Why Settings Matter​

The information you configure in Settings gets used throughout ShootPath:

  • Emails to clients - Your business name and signature appear in every email
  • Invoices and contracts - Your business info and logo appear on official documents
  • Client portal - Clients see your branding when they view quotes and galleries
  • Your profile - How your business appears to clients

Taking 10 minutes to set this up now means every client interaction looks professional and polished!

Accessing Settings​

From anywhere in ShootPath:

  1. Look for "Settings" in the left sidebar navigation
  2. Click it
  3. You'll land on the main Settings page with your business information

Business Information​

This section contains the core details about your photography business.

Business Name​

Enter your business name exactly as you want it to appear on invoices, contracts, and emails.

Examples:

  • "Sarah Johnson Photography"
  • "Willow Creek Studios"
  • "J&M Wedding Photography"

Why it matters: This appears on every official document and email your clients receive. Make sure it matches your branding!

Photographer Name​

This is YOUR name - the person behind the camera. It's used in email signatures and anywhere ShootPath needs to personalize communication.

Examples:

  • "Sarah Johnson"
  • "Jamie and Morgan"
  • "Alex Rivera"

Tip: If you're a team, you can put both names here!

Business Email​

The primary email address for your business. This is where:

  • Client replies will go
  • System notifications are sent
  • Your "from" address for outgoing emails (if you haven't set up SMTP)

Use a professional email:

Important: Make sure you have access to this email! You'll receive important notifications here.

Business Phone​

Your contact phone number. Appears on invoices and contracts so clients can reach you.

Format: Enter it however you prefer:

  • (555) 123-4567
  • 555-123-4567
  • +1 555 123 4567

Email Signature​

Your email signature appears at the bottom of every email ShootPath sends on your behalf. This is your chance to add a personal touch!

What to include:

  • Your name
  • Your business name
  • Contact info (phone, website, social media)
  • A friendly sign-off

Example:

Best,
Sarah Johnson
Sarah Johnson Photography
www.sarahjohnsonphoto.com
Instagram: @sarahjphoto
(555) 123-4567

Another example:

Looking forward to working with you!

- Jamie & Morgan
Willow Creek Studios
hello@willowcreekstudios.com

The signature editor supports basic formatting - use the toolbar to add bold, italic, links, and line breaks.

Pro Tip

Keep it concise! A 3-4 line signature is perfect. Too much info can feel overwhelming.

Upload your logo to make your brand shine! Your logo appears:

  • In the navigation header (when you're using ShootPath)
  • On invoices and contracts
  • In email headers (if you have custom branding enabled)

How to upload:

  1. Click "Upload Logo"
  2. Select a PNG or JPG file (max 5MB)
  3. The logo will upload and display immediately

Logo guidelines:

  • Format: PNG (with transparent background) works best
  • Size: Square or landscape orientation
  • Resolution: High-res for print documents (at least 500px wide)
  • File size: Keep it under 5MB

Don't have a logo? No worries! ShootPath works great without one. You can always add it later when you're ready.

What You Can Configure Later​

Settings has a lot of options, but you don't need to configure everything right away! Here's what you can skip for now:

Packages & Add-ons​

This is where you'll set up your photography packages and optional add-ons. Skip it until you're ready to send your first quote - you can configure it then!

Examples of packages:

  • Wedding: Full Day Coverage ($3,500)
  • Portrait: Family Session ($350)
  • Event: Hourly Rate ($200/hr)

Examples of add-ons:

  • Extra hour of coverage (+$200)
  • Engagement session (+$400)
  • Photo album (+$500)

Payment Schedules​

Configure how you split payments (50/50, retainer + balance, etc.). You'll set these up when creating your first quote.

Job Types​

ShootPath comes with common job types (Wedding, Portrait, Event, Commercial), but you can add custom ones if you specialize in something specific:

  • Newborn Photography
  • Real Estate
  • Corporate Headshots
  • Pet Photography

Templates​

Customize your email templates, contracts, and questionnaires. The defaults work great to start, but you can personalize them as you go!

Integrations​

Connect Stripe for payments, Gmail for emails, and other services. These are optional and can be set up when you're ready.

User Profile Settings​

In addition to business settings, you can configure your personal user profile:

Access it from: Settings > User Profile

What you can set:

  • Display Name - How your name appears in the interface
  • Password - Change your login password
  • Personal Email Signature - Different from business signature if needed

Theme Preference​

At the bottom of the Settings page, you can choose your theme:

  • Light - Bright interface
  • Dark - Easy on the eyes in low light
  • System - Automatically matches your device preference

This only affects how YOU see ShootPath - it doesn't change anything for your clients!

Quick Setup Checklist​

Here's a simple checklist to get you started:

  • Business Name - Set your photography business name
  • Photographer Name - Add your name
  • Business Email - Set your primary contact email
  • Business Phone - Add your phone number
  • Email Signature - Create a friendly signature
  • Logo (optional) - Upload your logo if you have one

Time required: 5-10 minutes

After setup: You're ready to start using ShootPath!

Testing Your Settings​

Want to make sure everything looks right? Here's how to test:

  1. Create a test lead - Make a fake client inquiry
  2. Send yourself a quote - Use your own email as the client
  3. Review how it looks - Check that your business name, logo, and signature appear correctly
  4. Adjust if needed - Go back to Settings and tweak anything that doesn't look right

Tips for Professional Setup​

Be consistent - Use the same business name, email, and branding everywhere (website, social media, ShootPath)

Keep it current - If you change your phone number or email, update it here immediately

Test everything - Send yourself a test email or quote to see how clients will experience your branding

Don't overthink it - Simple, clean information is better than trying to be overly fancy. Focus on clarity!

Common Questions​

Do I need a business email? No, you can use a personal email like Gmail. But a custom domain email (you@yourbusiness.com) looks more professional!

Can I change these settings later? Yes! You can update your business info, signature, and logo anytime. Changes apply to new emails and documents going forward.

What if I don't have a logo? No problem! ShootPath works great without a logo. You can always add one later as your business grows.

Can I have multiple users? Yes! ShootPath supports team accounts. Each team member can have their own login and personal settings.

What's Next?​

Now that your business info is configured, you're ready to start using ShootPath!

Get started with your first client:

  1. Go to your Dashboard to see your overview
  2. Create your first lead to track a client inquiry
  3. Send a quote with your packages and pricing
  4. Book your first job! 🎉

Want to dive deeper?

Questions? Look for the help links throughout ShootPath, or reach out to support if you need help!