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Workflow
18 articles in this collection
Written by
Antonio Sierra
Calendar View
Add holds, blocks, and events. Filter by artist, location and more. Easily locate artist bookings, availabilities, and conflicts.
Written by
Antonio Sierra
Updated over a week ago
Attachments
Include attachments on any message or document flow. Store PDF, images, zip, word docs and more attachments for future use.
Written by
Antonio Sierra
Updated over a week ago
How to Mark a Booking Complete
How to mark a booking completed or closed. Close a booking with these steps.
Written by
Antonio Sierra
Updated over a week ago
Itinerary Presets
Written by
Antonio Sierra
Updated over a week ago
Completing Finals
Moving your booking from Finals to Complete
Written by
Antonio Sierra
Updated over a week ago
Announcement Settings and Event Status
Controlling if and when events are Announced (made public on your website, Facebook, Bandsintown). Set your event publishing preferences
Written by
Antonio Sierra
Updated over a week ago
Artist Expenses
How to add different types of artist expenses (billable and non-billable) into a booking. Hotels, flights shares, taxis, and more.
Written by
Antonio Sierra
Updated over a week ago
How to delete bookings
Learn how to delete test or duplicate bookings from your dashboard.
Written by
Antonio Sierra
Updated over a week ago
Cloning a Booking
For those agents building tours and creating several similar bookings, this document will show you how clone a booking with a couple clicks.
Written by
Antonio Sierra
Updated over a week ago
Counter Sign a Contract
How to add a counter signer to a booking
Written by
Antonio Sierra
Updated over a week ago
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.
Written by
Antonio Sierra
Updated over a week ago
Change Tab
Add or edit contact roles within the booking. Learn what each role means and what they are used for.
Written by
Antonio Sierra
Updated over a week ago
Payments
Learn about payment methods, currency exchange, VAT Ids and recording payments.
Written by
Antonio Sierra
Updated over a week ago
Itinerary
Learn how to build and send an itinerary
Written by
Antonio Sierra
Updated over a week ago
Advancing Request
Lear how to request itinerary and advancing details.
Written by
Antonio Sierra
Updated over a week ago
Contract Tab
How to send contracts, riders and documents. Download signed and unsigned contracts. Add multiple signers and counter signers.
Written by
Antonio Sierra
Updated over a week ago
Terms
The terms tab is used to configure deal types, logistics, artist and buyer expenses, ticket scaling and payment preferences.
Written by
Antonio Sierra
Updated over a week ago
Dashboard Basics
Learn the basic on how to navigate and filter your dashboard view
Written by
Antonio Sierra
Updated over a week ago