FAQs

Everything lives under a Project: the client and shoot details, the Contract, the Invoice, Releases, Deliverables, and a Call Sheet if you're using one. Your Network (contacts) and Discovery profile sit alongside Projects, shared across all of them.

Depends on your plan. Solo is built for one person running their own projects. Studio is the plan for studios, agencies, and teams: it's the one that supports multiple members working inside the same business.

Yes. Only your business's own members can see your Projects, Network, contracts, and invoices. Anything you share externally (a signing link, an invoice link, a Call Sheet link, your Discovery profile) is a separate, deliberate opt-in.

Status is where a project sits in your own workflow (Planning, Upcoming, Shooting, Editing, Delivered, Completed). Health is a separate signal for whether anything needs your attention right now (a contract unsigned, a deliverable overdue); the two are intentionally never combined into one value.

Yes, toggle "This is a multi-day shoot" when creating or editing a project to add extra dates, and use a Call Sheet for full day-by-day call times, locations, and a runsheet.

Build it in the Contract or Releases tab of a project, then copy the signing link and send it yourself: to a client by email, text, or however you'd normally reach them. The other party signs online, no printing, scanning, or emailing PDFs back and forth.

Yes, your default terms (payment, cancellation, usage rights, etc.) live in Settings and pre-fill every new contract or release, fully editable per project.

Yes, Invoicing supports separate deposit and remainder invoices, each with their own shareable link and their own "mark as paid" state.

Yes, Invoicing accepts an uploaded PDF as an alternative to the built-in generator.

Network is your own private address book of clients and collaborators, with history across every project you've worked on together. Discovery is the public, opt-in directory other SetBook members can browse to find and connect with you.

Yes, there's no such thing as a project-only contact. Anyone you add to a project (including through a Call Sheet's crew list) is saved to your Network too, so their history builds up automatically.

Yes, set a business-wide default in Settings, and override it per call sheet in that call sheet's Style section if a specific one needs to be different.

Yes, it's always live: regenerated from whatever the call sheet currently says whenever someone opens it, not a frozen snapshot from when you first shared it.

14 days, full access, no credit card required to start. You'll be asked to add payment details and choose a plan once it ends.

From the Membership page's "Manage billing" button, which opens Stripe's own billing portal where you can change plans, update payment details, or cancel.