Training Setup
This section will walk you through the entire initial setup and configuration of your account.
By Antonio1 author6 articles
- Basic TabChange your documents logo, agency info and time format.
- Calendar & EventsHow to create or connect a Google Calendar. Change Performance and event types and adjust pipeline advancing settings.
- Documents & TemplatesCreate or customize templates and email preferences. Add your own contract, invoice, and itinerary templates.
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- Invoices, Offer and PaymentsHow to set up invoice numbers, payment settings and providers and payment plans.
- Managing Artist RostersAssign agents, control artist visibility, and manage team access for each artist on your roster.