Adding and Managing Partnerships

Learn how to add new partnerships to your Gig Vault and manage existing relationships with venues and planners.

Adding a New Partnership #

To add a partnership to your Gig Vault:

1. Navigate to the Gig Vault or Partnerships section
2. Click Add Partnership
3. Choose the partner type: Venue or Planner
4. Search for an existing venue/planner or create a new one
5. Set the initial status (typically “Lead” for new prospects)
6. Click Save

Creating a New Venue or Planner #

If the venue or planner doesn’t exist in the system:

1. Click Create New in the search results
2. Enter the business name
3. Add the address (used for distance calculations)
4. Add contact information
5. Select the gig type (Wedding, Corporate, Bar, etc.)
6. Save the new record

Editing Partnership Details #

To edit a partnership:

1. Click on the partnership in your list
2. Click Edit or the edit icon
3. Update the status, notes, or other details
4. Save your changes

Changing Partnership Status #

You can change a partnership’s status at any time:

• Open the partnership detail view
• Click on the status dropdown
• Select the new status
• Changes save automatically

Deleting a Partnership #

To remove a partnership from your Gig Vault:

1. Open the partnership
2. Click Delete or the trash icon
3. Confirm the deletion

Note: Deleting a partnership removes it from your Gig Vault but doesn’t delete the underlying venue or planner record. Performance history remains intact.

Bulk Actions #

For managing multiple partnerships at once:

• Select multiple partnerships using checkboxes
• Use bulk actions to change status or assign to cadences
• Export selected partnerships if needed

Distance Tracking #

BookLive automatically calculates the distance between your group’s location and each partner. This helps you:

• Focus on nearby opportunities
• Filter partnerships by distance
• Plan efficient outreach routes

If distances seem incorrect, make sure your group’s address is set correctly in your profile settings.