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Categorizing your leads and shoots into different types of photography
Categorizing your leads and shoots into different types of photography

How to create and edit shoot types and assign them to specific leads and shoots

Justin Morabito avatar
Written by Justin Morabito
Updated over a week ago

You can specify what type of photography (i.e. wedding, newborn, family, etc.) a lead or shoot is. Sprout calls a "type of photography" a Shoot Type, and each Lead or Shoot can be assigned one shoot type.

To customize your shoot types, go to Settings > Account > Metadata and click edit on the "Shoot Types" section. Here, you can edit and re-arrange (click-and-drag) existing shoot types or add new ones.

Each shoot type has:

  • A name, which is how you'll reference it on a lead or shoot.

  • A colour that will be displayed on a lead or shoot for organization purposes.

When adding a lead or shoot in Sprout, you can specify what its shoot type is by clicking the "Shoot Type" dropdown. You can also create a new shoot type from here.

When a lead is created from a contact form, it will automatically be made with the shoot type specified by the client on your contact form. If the client didn't specify a shoot type, it will be created with an "uncategorized" shoot type.

When editing a lead or shoot, you can change the shoot type by clicking the "Shoot Type" dropdown. Additionally, when viewing a lead or shoot from a list page, you can change the shoot type by clicking the "Shoot Type" dropdown here as well.

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