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Copying a shared inbox on every booking

How do I get a shared inbox copied on every booking?

Written by Antonio Sierra

If you have an advancing, production or admin inbox that needs to see everything, you can attach it to a roster artist as an assistant and have it added to bookings automatically.


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Set it up

  1. Go to Settings → Roster and open the artist you want the inbox attached to.

  2. Add the shared inbox as an Assistant.

  3. Turn on Add to Bookings for that assistant.

  4. Save.

From then on, every new booking for that artist includes the shared inbox.


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Bookings that already exist

This setting is not applied backwards. Bookings created before you saved it will not pick up the assistant, and there's no way to make them do so in bulk.

To add it to an existing booking:

  1. Open the booking.

  2. Go to the Change tab.

  3. Expand the arrows beside the artist entity.

  4. Add the assistant there.

Repeat for each booking you need covered. If only a handful matter, this is usually quicker than it sounds.


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If that doesn't work

If the assistant is saved with Add to Bookings switched on and it's still missing from bookings created after that, start a chat from the messenger with one specific booking created after you saved the setting. That gives us something concrete to look at.


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Good to know

  • The assistant is attached per artist, not organisation-wide. If the shared inbox needs to see every artist's bookings, add it as an assistant on each roster entity.

  • An assistant receives the booking email that goes to the artist side. It doesn't receive buyer-side correspondence.

  • Assistants and roster members behave the same way on this point — neither is ever applied retroactively to bookings that already exist.

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