How to quickly book a shoot via the Calendar view

In Light Blue’s Calendar view you can see your availability at a glance so it’s ideal for finding the gaps in your diary where a shoot could be booked in.

And as it’s so straightforward to directly book a shoot in from there, it’s a perfect solution if you’re not using either our Scheduling Calendars or a third-party app (linked to Light Blue via Zapier) to book your shoots.

Booking a brand new shoot

• Simply click on the “Calendar” section of Light Blue.
• NB. If you’ve set up your Shoot and Appointment Types with different colours it’s super easy to see at a glance what type of activity is in your diary.

• Find a date and time that suits you and your client and right-click whilst holding your mouse there. In the example below we’ve gone for Friday 13th January at 10am.
• Choose “Create Shoot”

• Start to type the name of the contact.
• If they’re already a contact in Light Blue, their full details will appear and you can select their details by clicking on them.
• If they’re a new contact, you can click the “Add New Contact” button to add them to the Shoot record and into Light Blue.

• Complete the rest of the shoot details.
• If you know how your client found you, it’s great to fill in the “Enquiry Source” field so you can track the performance of your marketing activity.
• Click “Save”.
• NB. If you’ve set up default workflows for different shoot types these will automatically be populated.

• You can now see your new Shoot record.

Adding a session to an existing shoot

• Simply click on the “Calendar” section of Light Blue.
• NB. If you’ve set up your Shoot and Appointment Types with different colours it’s super easy to see at a glance what type of activity is in your diary.

• Find a date and time that suits you and your client and right-click whilst holding your mouse there. In the example below we’ve gone for Friday 13th January at 2pm.
• Choose “Add A New Session To An Existing Shoot”.

• Start to type the name of the contact and pick the relevant shoot.
• Click “Link”.

• The date and time are now showing in the Shoot record.

Further guides

👉 If you are interested in using our Scheduling Calendars this guide shows you how.
👉 This guide gives you an introduction to Zapier.
👉 And if you’re interested in setting up default workflows the steps at the end of this article will help with that.