Creating & Managing Bookings
Create, manage, and complete bookings from initial setup to final settlement.
By Antonio1 author25 articles
- Troubleshooting booking errorsFix common errors when saving a booking, creating a buyer or venue, or getting terms onto documents.
- Creating a booking for a past dateCan I create a booking for a date that has already passed?
- Booking statuses: Draft, Tentative and ConfirmedDraft, Tentative and Confirmed — and how to change a booking back to draft
- Adding flights, insurance or production costsHow do I add flights, insurance or production costs to a booking?
- Changing the lineup on a bookingHow do I remove an artist from a booking or change the lineup?
- Resending an offerHow do I resend an offer?
- Understanding radius clause warningsWhy am I getting radius clause warnings?
- Tickets & Merch TabSet merchandise rates, venue capacity, age limits, ticket links, and on-sale dates for a booking.
- Event ScheduleAdd show and production times to a booking, and save schedules you use often.
- Shared and Private Booking NotesUnderstand who can see each type of note on a booking.
- Event Defaults: Automatically Pre-Fill Event DetailsSave time and ensure consistency by setting default values for newly created events (bookings or calendar holds)
- Cloning a BookingBuilding a tour? Clone a booking in a couple of clicks to create similar bookings without changing the original.
- Mutually Agreeable Dates (MAD)Book without a fixed date. Just enable the feature flag and mark the event "MAD" until a date is confirmed.
- Event (Multi-Date)Learn how to add multi-date contracts like residencies and festivals. It will also give you a full overview of the Events tab.
- Deal CardWhat is a deal card and how to use it. Sending the deal card to the buyer and artist.
- TermsThe terms tab is used to configure deal types, logistics, artist and buyer expenses, ticket scaling and payment preferences.
- Internal StatusesUse internal statuses to track where a booking stands in your team's workflow.
- Deal TypesCreate different deal types like versus, plus percentage, straight percentage and more. Add buyer expenses to calculate potential bonus.
- Ticket Tier BonusHow to add a ticket tier bonus to the contract and create an invoice for the bonus
- AttachmentsInclude attachments on any message or document flow. Store PDF, images, zip, word docs and more attachments for future use.
- Change TabAdd or edit contact roles within the booking. Learn what each role means and what they are used for.
- How to delete bookingsLearn how to delete test or duplicate bookings from your dashboard.
- Completing FinalsClose ticket actuals so a booking stuck at Finals moves on to Settlement, Scheduled or Complete.
- Creating a booking: video walkthroughWatch the eight short videos that walk through creating a booking, tab by tab.
- Tasks and task presetsCreate task presets, set trigger conditions and tags, and track tasks for your bookings.