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Getting Started

15

Messaging Your Dream Team on a Request in BookLive
Using the Dream Team Feature in BookLive
Setting Up Your BookLive Account: First 30 Minutes
Customizing Your Dashboard View
Filtering Calendar Events by Group
Toggling Between Gigs I am Playing and Gigs I Manage
Understanding the HomeCalendar
Navigating the Group Home Dashboard
Navigating the Group Home Dashboard
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

89

Using Gig Chat to Message Your Musicians in BookLive
Managing Your Song Tags with the Tag Manager in BookLive
Using the Group Email Inbox in BookLive
Tracking External Reviews on a Performance in BookLive
Using Music Collections to Organize Your Song Library in BookLive
Allowing Clients to Add Timeline Events in BookLive
Embedding Your BookLive Reviews on Your Website
Cloning a Performance in BookLive
Building a Performance Timeline in BookLive
Customizing the Client Portal for a Performance in BookLive
Using the Communication Plan on a Performance in BookLive
Sharing Your Public Review Link in BookLive
Managing Smart Form Submissions on a Performance in BookLive
Previewing and Editing Workflow Email Drafts in BookLive
Discovering and Adding Songs from the BookLive Song Catalog
Importing Songs from a CSV File in BookLive
Using Internal Notes on Performances in BookLive
Filtering and Searching Your Performances in BookLive
Organizing Your Song Library with Tags in BookLive
Understanding Gig Status Colors in BookLive
Managing Venue Spaces in BookLive
Collecting and Managing Client Reviews in BookLive
Getting Started with Smart Forms in BookLive
Using the Setlist Builder in BookLive
Managing Gig Cancellations and Rescheduling in BookLive
Adding Songs to Performance Timelines
Linking Songs to Ensemble Configurations
Using Song Discovery to Expand Your Library
Handling Custom Song Requests from Clients
Tagging Songs for Easy Filtering
Organizing Songs with Music Collections
Creating and Using Setlists
Adding and Managing Songs in Your Library
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
Enrolling Clients from Performance Records
Adding Email Steps to Your Workflow
Building Multi-Step Email Sequences
Workflow Examples for Common Scenarios
Pausing and Resuming Workflows and Enrollments
Troubleshooting Workflow Issues
Workflow Analytics and Metrics
Cloning and Duplicating Workflows
Understanding Workflow Unsubscribes and Email Compliance
Enrolling Clients in Workflows
Using Email Templates in Workflows
Workflow Best Practices and Tips
Testing and Previewing Workflow Emails
Managing Workflow Enrollments
Setting Up Workflow Goals
Using Performance-Relative Triggers
Adding Delay Steps Between Emails
Creating Your First Email Workflow
Getting Started with Automated Workflows
Getting Started with Automated Workflows
Understanding the Performance Inbox – Email for Every Gig
Managing Custom Song Requests from Clients
Pre-Performance Questionnaires and Planning in BookLive
Performance Details and Client Communication in BookLive
Sharing Performance Timelines with Clients in BookLive
Configuring Your Client Portal Settings in BookLive
Handling Refunds and Payment Adjustments in BookLive
Understanding Performance Financial Overview in BookLive
Collecting Payments from Clients in BookLive
Managing Performance Deposits and Balances in BookLive
Timeline Best Practices for Complex Events
Generating Production Sheets from Timelines
Finalizing Timelines and Locking Changes
Assigning Tasks Within Performance Timelines
Using Timeline Templates for Recurring Events
How to Create and Manage Performance Timelines
Managing Musician Compensation in BookLive
Finding Available Musicians by Date and Location in BookLive
Assigning Primary Musicians and Substitutes in BookLive
Understanding Seat-Based Assignments in BookLive
How to Enable Your Musicians to Request Their Own Substitutes for Gigs on BookLive
How to Request a Substitute for a Gig on BookLive
How to Restrict Setlists to Specific Songs on BookLive
How to Create and Edit Timeline Templates for Reuse in Different Performances on BookLive
How to Set Up the Timeline for a Performance on BookLive
How to Edit the Date, Time, and Venue for a Gig on BookLive
How to Add a Collaborator to a Gig on BookLive
How to Add a Client to a Gig on BookLive
How to Mark a Gig as Booked on BookLive
How to Add a Venue to a Gig on BookLive

Invoicing and Payments

22

Editing and Deleting Outgoing Musician Payments in BookLive
Tracking Performance Balances in BookLive
Refunding a Client Payment in BookLive
Customizing Your Invoice and Payment Settings in BookLive
Collecting and Distributing Client Tips in BookLive
Accepting ACH Bank Transfer Payments from Clients in BookLive
Creating and Applying Discounts to Gigs in BookLive
Sending Payment Reminders to Clients in BookLive
Setting Up Payment Plans for Clients in BookLive
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
Accepting Credit Card Payments from Clients
Understanding Processing Fees and Transaction Costs
How to Get Paid: Understanding BookLive Payouts
Setting Up Stripe Connect for Payouts
How to Calculate and Charge a Travel Fee for a Gig on BookLive
How to Change the Required Deposit on a Gig on BookLive
How to Create an Invoice for a Gig on BookLive

6

Tracking When Clients View Their Contract in BookLive
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

9

Scheduling Multi-Day and Overnight Events on a Timeline in BookLive
Setting Blackout Dates in BookLive
Setting Up Group Availability Rules in BookLive
Setting Up Recurring Availability Hours in BookLive
Understanding Calendar Views and Navigation in BookLive
Syncing Your BookLive Calendar with Google Calendar
Understanding User Roles and Permissions in BookLive
Complete Onboarding Guide for Individual Artists
How to Add Blackout Dates to Your Calendar in BookLive

Website

12

Completing the Website Build Preflight Check in BookLive
Setting Up Your BookLive Performing Site
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
How to Clone or Duplicate a Page on Your WordPress Website
How to Edit the Text On Your WordPress Website Using Elementor
How to Add Custom Code To Your Website in Elementor
How to Edit Videos on Your WordPress Site Using Elementor

Client Management

8

Managing Workflow Enrollments on a Client Record in BookLive
Tagging and Organizing Your Clients in BookLive
Managing Tasks on Client Records in BookLive
Searching and Filtering Your Client List in BookLive
Deleting a Client in BookLive
Importing Clients from a CSV File in BookLive
Viewing Client Performance History in BookLive
How to View the Client Portal for Your Gig on BookLive

Account Management

11

Customizing Your Group Home Dashboard in BookLive
Receiving Musician Invitation Updates for All Group Events in BookLive
Viewing Your Year in Review with BookLive Wrapped
Billing History and Receipts in BookLive
Upgrading or Downgrading Your BookLive Subscription
Understanding BookLive Subscription Plans and Pricing
Changing Your Password and Security Settings in BookLive
Managing Your Email Notification Preferences in BookLive
Updating Your Account Settings in BookLive
How to Cancel Your BookLive Subscription

Personnel Management

47

Adjusting a Musician’s Response Deadline in BookLive
Setting a Default Musician Response Deadline in BookLive
Choosing Which Roster to Use When Requesting a Substitute in BookLive
Managing Group Leadership in BookLive
Setting the Hiring Order for Specialty Lists in BookLive
Managing Production Sheet Attachments in BookLive
Tracking Musician Dietary Restrictions in BookLive
Using Auto-Fill to Automatically Staff Performances in BookLive
Using the Payroll Report in BookLive
Using Group Configurations to Quickly Staff Performances in BookLive
Understanding Musician Status and Availability in BookLive
Setting Up Musician Pay Rates and Default Compensation
Creating and Managing Instrument Categories in BookLive
Using External Reviews in Workflow Emails
Adding External Reviews to Performance Records
Automating Partner Outreach with Workflows
Managing Your Partnership Inbox and Conversations
Sending Emails from the Partnership Inbox
Using Quick Add to Capture Business Card Contacts
Understanding BookLive Integrations Overview
Stripe Onboarding Requirements
Troubleshooting Google Calendar Sync Issues
Managing Your Stripe Payouts
Setting Up Stripe for Your Group
Setting Up BookLive Pay for Artists
Disconnecting Your Google Calendar
Setting Up Travel Time Estimation
Understanding Google Calendar Sync Settings
Connecting Your Google Calendar to BookLive
Understanding Partnership Statuses
Managing Partnership Contacts and Notes
Tracking Partnership Performance History
Managing Partnership Tasks and Follow-ups
Setting Up Sales Cadences
Using the Prospecting Tool
Adding and Managing Partnerships
Getting Started with the Gig Vault
Building Your Artist Network
Managing Leadership Invitations
Reordering and Organizing Your Roster
Configuring Artist Pay Rates
Managing Artist Specialties and Instruments
Inviting Artists to Join Your Group
Adding Musicians to Your Group Roster
Understanding Personnel Lists in BookLive
How Performance Reminders Work for Your Musicians
How to Enable Your Musicians to Request Their Own Substitutes for Gigs on BookLive

Booking & Client Acquisition

32

Viewing Workflow Enrollment History in BookLive
Requesting an Area Sweep for Event Opportunities in BookLive
Using Booking Funnel Diagnostics in BookLive
Adding Phone and Message Fields to Your Booking Funnel Lead Form in BookLive
Sending Email Broadcasts in BookLive
Using Event Opportunities to Find and Pitch New Performances in BookLive
Using Inbound Webhooks to Create Performances from Zapier in BookLive
Using Gig Vault with International Venues and Partners in BookLive
CC-ing Performance Collaborators on Workflow Emails in BookLive
Using Email Reply Goals in BookLive Workflows
Managing Tasks on Partnership Records in BookLive
Using the Partnership Inbox in BookLive
Discovering Business Listing Opportunities in BookLive
Managing Your Group Media Library in BookLive
Finding Networking Organizations Near You in BookLive
Bulk Workflow Enrollment in BookLive
Setting Up Your Booking Funnel in BookLive
Using the Gig Vault Template Library in BookLive
Creating and Managing Workflows in BookLive
Using Workflow Automation with Gig Vault Partnerships in BookLive
Embedding BookLive Widgets on Your Website
Using Sales Cadences to Follow Up with Venue Partnerships in BookLive
Using the Gig Vault to Manage Venue Relationships in BookLive
Tracking Lead Sources in BookLive
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
Setting Up Your Funnel Lead Capture Page
Getting Started with the Virtual Showcase Video Funnel

Proposals & Quotes

11

Managing Quote Requests in BookLive
Creating and Sharing Booking Links in BookLive
Setting Up Time-Based Pricing Rules in BookLive
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
Understanding Packages in Proposals
How to Create and Send a Proposal to a Client

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Contracts and Legal

Contracts and Legal

Tracking When Clients View Their Contract in BookLive
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

BookLive is an all-in-one gig management platform designed specifically for musicians. Our intuitive system helps you book gigs, manage schedules, create setlists, handle client interactions, and secure payments effortlessly.

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Phone: 414-253-2504
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