I understand that Clients have a security code and login for their own page but I'm not finding any information on how this works from ShootQ forums or instruction videos. I recently set up my account and would like to know:
Hi Chris,
Clients initially get their code when they finish booking online (it's in the confirmation page before proceeding to their portal). If they are booked manually, it will be up to you to give them this info. We have an included email template called "Client Portal Information" which populates their info when the email is sent.
You can definitely see this code for booked clients. If you are on the Shoot Overview page, under Additional Details, there is a line for "Client Security Code:".
If you'd like to see what they do, you can pretend to send that email on a booked shoot. You will see a link, just copy and paste that in another browser. I wouldn't recommend actually logging in with a client's code, however, because ShootQ will store a cookie that remembers that client, so for your safety (and freedom from headaches), we also include a link to "View ShootQ Client Area " on the Additional Details section (which doesn't store that cookie, but let's you access the client's site).
Or, check my fabulous page: https://app.shootq.com/public/ng_photography/clients/login
Hope that helps! Let me know if you have any more questions. ;)
Thanks,
Natalie
I do I get a login like without it being for a specific client. I want one that is generic where they just have to type in the code.
how do I change their code or deny them access
Hi Robert,
To change the code, you would need to add yourself to the shoot as a relationship and make yourself the main contact (with your email address). Then log out of ShootQ and navigate to the client area log in page. When you click "Forgot Your Security Code", the system will email you (instead of the client) to reset it. Only the main contact on a shoot can request to reset the password on the client area login page.
Client access to the client area would also be automatically revoked whenever you cancel a shoot.
I hope that helps. If you have any other questions, just let me know.
Geoffrey Dunn
Team ShootQ
