Templates, Holds & Insights
Reusable task and text templates, shared hold links for promoters, mail merge for bulk communications, and per-artist analytics with an agency leaderboard.
Task Templates
3 featuresTemplate Builder
Create named templates with show type scope and relative day offsets (e.g. -30 = 30 days prior, 0 = day of show)
Per-Task Fields
Subject, department, assignee role, and priority per task. Reorder tasks within any template
Apply to Booking
Input a booking ID and event date to instantly generate all tasks with calculated due dates
Text Templates & Mail Merge
3 featuresEight Template Categories
Booking Confirmation, Hold Notification, Advance, Settlement, Marketing, Contract, General — with merge fields
Merge Field Support
Dynamic fields: artist name, venue, event date, guarantee, load-in, sound check, set time, contact name/email
Five-Step Mail Merge
Select template, choose recipients, set event context, preview merged output, send. Per-contact delivery reporting
Shared Holds
3 featuresShareable Hold Links
Generate unique token-based URLs for external partners. Two permission levels: View-Only or Can-Place-Hold
Promoter Attribution
Attach promoter name and email to share tokens. Set expiry dates and revoke links instantly
Venue Scoping
Each share token is scoped to a specific venue’s availability calendar
Artist Insights & Leaderboard
3 featuresPer-Artist Metrics
Total shows, total revenue, avg revenue/show, total guarantees, avg guarantee with booking history table
Agency Leaderboard
Ranked table of artists by total revenue with date range and genre filters. Click to drill into detailed metrics
Reports Hub
Centralized reports: revenue, settlements, commissions, tour P&L, and advance balances by artist, tour, or period
Templates that save hours. Insights that drive revenue.
Reusable task checklists, text templates, mail merge, shared holds, and per-artist analytics.