Workflow
Antonio Sierra avatarClaudiu Vladea avatar
2 authors20 articles
Calendar ViewAdd holds, blocks, and events. Filter by artist, location and more. Easily locate artist bookings, availabilities, and conflicts.
AttachmentsInclude attachments on any message or document flow. Store PDF, images, zip, word docs and more attachments for future use.
How to Mark a Booking CompleteHow to mark a booking completed or closed. Close a booking with these steps.
Itinerary Presets
Completing FinalsMoving your booking from Finals to Complete
Announcement Settings and Event StatusControlling if and when events are Announced (made public on your website, Facebook, Bandsintown). Set your event publishing preferences
Artist ExpensesHow to add different types of artist expenses (billable and non-billable) into a booking. Hotels, flights shares, taxis, and more.
How to delete bookingsLearn how to delete test or duplicate bookings from your dashboard.
Cloning a BookingFor those agents building tours and creating several similar bookings, this document will show you how clone a booking with a couple clicks.
Counter Sign a ContractHow to add a counter signer to a booking
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.
Change TabAdd or edit contact roles within the booking. Learn what each role means and what they are used for.
PaymentsLearn about payment methods, currency exchange, VAT Ids and recording payments.
ItineraryLearn how to build and send an itinerary
Advancing RequestLear how to request itinerary and advancing details.
Contract TabHow to send contracts, riders and documents. Download signed and unsigned contracts. Add multiple signers and counter signers.
TermsThe terms tab is used to configure deal types, logistics, artist and buyer expenses, ticket scaling and payment preferences.
Dashboard BasicsLearn the basic on how to navigate and filter your dashboard view
Setting an Expiration Date for BookingsSet an offer expiration date and get alerted when a booking is close to a deadline.
Managing Radius Clauses