FAQs

Common questions about using SetBook, grouped by feature.

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About SetBook

What kinds of contracts and releases can I generate?+

Client contracts for any kind of shoot: commercial photography, editorial, weddings, events, product work, and more, plus talent and property releases. Every one is built from your own saved terms and a library of pre-written clauses (payment, cancellation, weather, AI usage, usage rights, and more), not a single generic template.

I already use a CRM or booking tool for my business — why do I need SetBook too?+

Most client-management tools are built to serve every kind of service business, so their contract and invoicing tools are generic. SetBook is built specifically for photographers, videographers, and production teams: shoot-specific contract clauses, invoices that pull straight from the same contract, releases with the same signing flow, your Network of contacts, and Call Sheets, all connected to the same project. You can run everything through SetBook, or just lean on the pieces your current tool doesn't cover well.

Are SetBook's contracts legally binding?+

The clause library is written in plain, standard language for photography and video work, and a contract is legally binding once both parties sign it. That said, contract and consumer-protection law varies by country and state, so SetBook isn't a substitute for your own legal counsel on anything unusual or high-value: treat it as a strong starting point, not legal advice.

Can I edit a contract after it's generated?+

Yes. Add or remove clauses from the built-in library, write your own, and edit any of the generated text before you send it. Once it's out for signing, changing the terms means voiding it and sending a fresh version, so both parties are always looking at exactly what they signed.

Do you store my contracts?+

Yes, every contract and release you create is saved to your account so you can find and re-download it later. It's private to your business; see our Privacy Policy for details.

Can I use SetBook for clients outside my own country?+

Yes. SetBook is built for photographers and videographers worldwide, and the clause library is written in deliberately jurisdiction-neutral language rather than tied to one country's law. Specific consumer-protection, tax, and privacy rules still vary by country, so get local advice for anything unusual.

Getting started

How is SetBook organized?+

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) sits alongside Projects, shared across all of them.

Can more than one person on my team use the same account?+

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.

Is my data private?+

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) is a separate, deliberate opt-in.

Projects

What's the difference between a project's Status and its Health?+

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.

Can a project span multiple days?+

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.

Contracts / Releases

How do I send a contract or release for signing?+

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.

Can I reuse my own terms across contracts?+

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

Invoicing

Can I split an invoice into a deposit and a final payment?+

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

Can I upload my own invoice instead of using SetBook's generator?+

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

Network

Does adding someone to a project add them to my Network?+

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.

Call Sheets

Can I control portrait vs. landscape, and my logo placement?+

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.

Does the shareable Call Sheet link stay up to date?+

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.

Account / Billing

How long is the free trial?+

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.

How do I change or cancel my plan?+

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.

Do you offer refunds?+

Subscription charges are non-refundable once billed, in line with our Terms of Service, except where the law requires otherwise. If you were charged in error (a duplicate charge, or a charge after you'd already canceled), reach out via our Help & Support page and we'll sort it out.

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