Getting Started

6

• Quick Start: Collecting Your First Payment
• BookLive Dashboard Overview – Understanding Your Home Screen
• Quick Start: Your First Performance in 10 Minutes
• Complete Onboarding Guide for New Groups
• How to Add a Performance to Your Calendar on BookLive
• How to Create Your Act on BookLive

Managing Gigs

56

• Workflow Best Practices for Post-Event Follow-Up
• Workflow Best Practices for Lead Nurturing
• Workflow Best Practices for Event Reminders
• Managing Client Unsubscribe Requests
• Understanding Workflow Completion Rates
• Cancelling Workflow Enrollments

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Invoicing and Payments

13

• Client Communication and Follow-up in BookLive
• Tracking Client History and Notes in BookLive
• Managing Client Contacts and Information in BookLive
• Invoice Generation and Management in BookLive
• Understanding Your BookLive Pay Balance
• Troubleshooting Failed Payments

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Contracts and Legal

5

• Customizing Contract Templates for Your Group
• How to Create Contract Addendums in BookLive
• How to Upload a PDF of a Pre existing Contract for a Gig on BookLive
• How to Send a Contract to a Client for Their Signature on BookLive
• How to Create a Contract for a Gig on BookLive

Calendar Management

3

• Understanding User Roles and Permissions in BookLive
• Complete Onboarding Guide for Individual Artists
• How to Add Blackout Dates to Your Calendar in BookLive

Website

10

• How to Add Google Analytics to Your WordPress Website
• How to Add Social Media Links to Your WordPress Website Using Elementor
• How to Create Contact Forms on Your WordPress Website Using Elementor
• How to Create and Manage Blog Posts on Your WordPress Website Using Elementor
• How to Create and Manage Menus on Your WordPress Website
• How to Create a New Page in Your WordPress Website With Elementor

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Client Management

1

• How to View the Client Portal for Your Gig on BookLive

Account Management

1

• How to Cancel Your BookLive Subscription

Personnel Management

2

• How Performance Reminders Work for Your Musicians
• How to Enable Your Musicians to Request Their Own Substitutes for Gigs on BookLive

Booking & Client Acquisition

8

• Connecting Workflows to Your Funnel
• Adding Tracking Pixels to Your Funnel
• Understanding Funnel Analytics
• Automatic Proposal Creation in Funnels
• Integrating Your Calendar with the Funnel
• Configuring Your Video Sales Page

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Proposals & Quotes

8

• Proposal Best Practices for Higher Acceptance Rates
• Using Contract Templates with Proposals
• What Clients See When They Receive a Proposal
• Setting Proposal Expiration Dates
• Setting Venue and Location in Proposals
• Tracking Proposal Performance

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