Leads and Shoots can have as many "dates" as you'd like. For example, a wedding may have an "Engagement Session", a "Pre-Wedding Meeting", the wedding itself (called the "Shoot Date") and a "Post-Wedding Meeting".
When you add a date for a Lead or Shoot, they are not only added to your calendar but also available for your client to see in their client portal, so it's a great way to keep them organized.
Every Lead or Shoot has a main primary date, which is called the Shoot Date. This date appears as the calendar icon on the Lead or Shoot list page and the Lead or Shoot overview page.
How to view all dates for a Lead or Shoot
Go to the Lead or Shoot > Dates & Tasks page to view all the dates for a Lead or Shoot.
How to add a date for a Lead or Shoot
There are two ways to add a date for a Lead or Shoot:
Go to the Lead or Shoot > Overview page, and click the "Add" button on the right side of the page
Go to the Lead or Shoot > Dates + Tasks page and click the "Add New" button at the top of the page.
How to edit a date for a Lead or Shoot
To edit a date for a Lead or Shoot, go to the Lead or Shoot > Dates & Tasks page and click the date you'd like to edit.
How to edit the Shoot date for a Lead or Shoot
There are three ways to edit the Shoot date for a Lead or Shoot:
Go to the Lead or Shoot List page and click the date for the Shoot you'd like to edit.
Go to the Lead or Shoot > Overview page and click the calendar icon in the top-right corner.
Go to the Lead or Shoot > Dates page and click "Edit" next to the Shoot date.
Note: A Shoot date cannot be deleted, as one is required for every Lead or Shoot. It can only be set to TBD.