Key Terminology

Understanding the building blocks.

Accounts The clients you work with — Schools, Leagues, Clubs. You must create an Account before you can schedule an Event for them.

Contacts The people you talk to at your Accounts — Administrators, Directors, Coordinators.

Events The photoshoot or job itself. Every Event holds the schedule, staff, tasks, forms, and communication for that specific shoot.

Tasks The work required to complete a shoot — before, during, and after. Created manually or generated automatically from a Task Template.

Steps Sub-items within a Task. Must be completed in order to finish the Task.

Forms Forms collect data from your clients automatically. You build a form template, attach it to an event, and ScheduleLink sends it out and follows up if they don't respond. Submissions land directly in the shoot they belong to.

Employees Your team members. Assign them to Events and Tasks, and track their availability to prevent scheduling conflicts.

Scheduling A global view of your entire team's time. See who is available and who is busy across all upcoming shoots.

Templates Reusable setups that save you from doing the same work twice. There are four types: Event, Task, Email, and Form. Attach Task, Email, and Form templates inside an Event Template — when you apply it, everything generates at once.