Create each transaction from the Service Calendar
- Select the Date or Dates if a multiple date proposal/contract – dates per month per contract only – if in different months then different contracts to comply with legislation
- Select the Booker
- Select the Event Type (Gig, Service, Wedding, Function, Festival, Tour)
- Select the Service – which shows existing events for that date
- Select the Admin Client – who will be invoiced – so for Promoters or Functions this will be different to the venue
- Enter the Gross Nett and Booking Fee – option for Deposit which will be invoiced on a date that is selected – calculating remainder to be paid and payment method
- Add up to ten artists for this one date for the Proposal
- Click to go to Proposal
- Send the Proposal to the Venue showing Performer Name, Short Description, Gross Fee in a Pre Set Proposal format that links to the Venue Service Contact Details
- Ability to then accept the proposal and go to contract OR decline the proposal noting the reason (auditable)
- Have access to the Activity for each proposal showing the audit trail (that can be exported into a report if needed)
- Go to Contract – add the Performance Times, adjust the Payment Method if needed, Add in Special Conditions if needed, Adjust the default Notice Times if needed and a Purchase Order Number if needed
- Be able to copy same times for each date OR have the option of changing times per date if needed
- From here be able to add in additional details for:
- Wedding
- Festival
- Function
- Tour
- Be able to:
- Invoice the Contract
- Cancel the Contract
- Send the Contract via Email OR Export and then Email with the option of selecting which amounts to show – Gross, Nett or Fee, Send Riders (all or selectable) at time of email send
- Send the Contract and be able to select a variety of additional documents to be sent with it
- Gig Contracts – Artist Riders, Venue Requirements
- Wedding Contracts – Wedding Running Sheet
- Function Contracts – Function Running Sheet
- Tour Contracts – Artist Riders, Venue Requirements, Work Sheet, Money Sheet, Publicity Sheet
- Have a Contract Activity that shows all changes and email deliveries for Audit Trail
