View Categories

Cloning a Performance in BookLive

The Clone Performance feature in BookLive lets you duplicate an existing performance to a new date, carrying over all the details you’ve already configured — including your personnel lineup, services, discounts, and timeline. It’s the fastest way to book a repeat client or set up a similar event without starting from scratch.

Before You Begin #

  • You must be the group leader or a co-leader to clone a performance.
  • The source performance should be reasonably complete — the more details you’ve filled in, the more time you’ll save by cloning.

What Gets Cloned #

When you clone a performance, BookLive copies the following information to the new performance:

  • Performance details — name, venue, client, event type, start and end times, attire, musician notes, hospitality info, and all other fields from the original.
  • Personnel seats — every seat you’ve configured, including instrument/specialty assignments and pay rates.
  • Services and discounts — all line items on the invoice template are duplicated to the new performance.
  • Timeline and songs — the full timeline structure (events and their assigned songs) is copied over, so your setlist planning carries forward.

What Does Not Get Cloned #

The following are specific to the original performance and are not copied:

  • Payments, invoices, and payment plans
  • Contracts and addendums
  • Workflow enrollments
  • Smart Form submissions
  • Internal notes
  • Reviews
  • Performance inbox emails and conversations
  • Collaborators

Step 1: Open the Performance #

  1. Log in at https://booklive.com/login.
  2. Navigate to the performance you want to clone.

Step 2: Open the Actions Menu #

  1. In the top-right area of the performance detail view, click the three-dot menu (⋮) or the overflow actions button.
  2. A dropdown will appear with options including Edit, Add Collaborator, Settings, Clone, and others.
  3. Click Clone.

Step 3: Select the New Date #

  1. A dialog will appear asking you to select the Performance date for the cloned performance.
  2. Click the date field and choose the date you want the new performance to be scheduled for.
  3. Click Clone to confirm.

Step 4: Review and Update the New Performance #

BookLive will create the new performance and navigate you to it automatically. From here, you should review and update any details that differ from the original:

  • Start and end times — confirm these are correct for the new date.
  • Venue — update if the event is at a different location.
  • Client — update if this is a new client rather than a repeat booking.
  • Personnel — confirm your musician lineup or re-assign seats as needed.
  • Invoice — review services and pricing; send a new invoice to the client.
  • Contract — you’ll need to create and send a new contract for the cloned performance.
  • Workflow enrollments — enroll the new performance in any relevant workflows manually.

Tips & Notes #

  • Cloning is especially useful for recurring gigs (e.g., a monthly residency) or when a client books your group for multiple events in a season.
  • The cloned performance will be created in Lead status by default, so it won’t appear as booked until you update the status.
  • If you use Timeline Templates, cloning carries the songs and structure over directly — you won’t need to re-apply the template.
  • Musician seat assignments are cloned, but musicians are not automatically re-confirmed or notified. Send new performance requests from the Musicians tab after cloning.

Related Articles #

Leave a Reply

Your email address will not be published. Required fields are marked *

Scroll to Top