How to Add a Client to a Gig on BookLive

Adding a client to a gig on BookLive is essential for keeping all gig-related information organized. This allows you to easily access client details, automatically populate contracts, and streamline communication with clients through automated emails for contracts, invoices, and reminders.

Benefits: #

• Keeps all client information in one location.
• Automatically populates client details in contracts and invoices.
• Enables BookLive to send automated emails and reminders to clients.
• Helps track the lead source for better marketing performance analysis.

Prerequisites: #

Before you start, ensure you have the following:

• A BookLive account.
• A group profile set up on BookLive.
• A gig already set up.

Step-by-Step Guide: #

1. Log into Your BookLive Dashboard #

• Open your web browser and go to BookLive Login.
• Enter your email and password.
• Click the “Log In” button to access your dashboard.

2. Navigate to the Gig #

• Locate the gig to which you want to add a client. For this example, we’ll use a fake gig on September 28.
• Open the performance dashboard for the selected gig.

3. Add a Client #

• Below the gig title, locate the “Add Client” button. This button will be red if no client is attached to the gig.
• Click the “Add Client” button to open a pop-up window.

4. Search for an Existing Client or Create a New Client #

• Search for an Existing Client:
  • Start typing the client’s name in the search box.
  • If the client is already in your database, their name will appear in the search results. Click on their name to add them to the gig.
• Create a New Client:
  • If no results appear in the search, you will be prompted to create a new client.
  • Click “Create New Client” and fill out the client’s details:
    • Name: Enter the client’s name.
    • Email Address: Enter the client’s email.
    • Phone Number: Enter the client’s phone number.
    • Company: (Optional) Enter the client’s company if they are a corporate client.
    • Address: (Optional) Enter the client’s address if needed for mailing invoices or contracts.
    • Lead Source: Select the lead source from the dropdown menu. If the appropriate lead source is not listed, scroll to the bottom and create a new lead source.
  • Click “Save” to add the client to the gig.

5. Review and Utilize Client Information #

• After adding the client, click on their name to access additional features:
  • Inbox: View a dedicated inbox for communication with the client.
  • Client Profile: View the client’s profile and any other gigs they have booked with you.
  • Remove Client: Click this option to remove the client from the gig if necessary.

6. Add a Client Independently of a Gig #

• To add a client to the BookLive database without attaching them to a gig:
  • In the top right corner, click the “New” button with the plus sign.
  • Select “Client” from the dropdown menu.
  • Fill out the client’s details and click “Save” to add them to the database.

Conclusion: #

You’ve successfully added a client to a gig on BookLive. This ensures all client details are organized and accessible, enabling automated communication and better tracking of your gig information.