Workflow

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17 articles in this collection
Written by Antonio Sierra

Attachments

Include attachments on any message or document flow. Store PDF, images, zip, word docs and more attachments for future use.
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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.
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Written by Antonio Sierra
Updated over a week ago

Itinerary Presets

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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
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Written by Antonio Sierra
Updated over a week ago

Completing Finals

Moving your booking from Finals to Complete
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Written by Antonio Sierra
Updated over a week ago

Artist Expenses

How to add artist expenses into a booking. Hotels, flights, taxis and more kind of expenses. Billable or pre commission expenses.
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Written by Antonio Sierra
Updated over a week ago

How to delete bookings

Learn how to delete test or duplicate bookings from your dashboard.
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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.
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Written by Antonio Sierra
Updated over a week ago

Counter Sign a Contract

How to add a counter signer to a booking
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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.
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Written by Antonio Sierra
Updated over a week ago

Change Tab

Add or edit contact information within the inquiry. Multiple buyers, artists and change or edit roles or venue location.
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Written by Antonio Sierra
Updated over a week ago

Payments

Learn about payment methods, currency exchange, VAT Ids and recording payments.
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Written by Antonio Sierra
Updated over a week ago

Itinerary

Learn how to build and send an itinerary
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Written by Antonio Sierra
Updated over a week ago

Advancing Request

Lear how to request itinerary and advancing details.
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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.
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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.
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Written by Antonio Sierra
Updated over a week ago

Dashboard Basics

Learn the basic on how to navigate and filter your dashboard view
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Written by Antonio Sierra
Updated over a week ago