You can lock a user's account to prevent them from logging into Band Pencil.
How to change an administrators user permission level in Band Pencil.
Follow this guide to add more admin users to your Band Pencil account.
How to manage your artists and request availability from then if you're an agency.
The most effective and commonly used approach to first come first serve bookings on Band Pencil is.
To add an agency fee you can either modify your service to include your cut, which will require manual calculation, or by adding an extra line item to the invoice that reflects your cut amount.
Band Pencil offers a billing notification system to keep you informed about upcoming payments and provide receipts for your subscription.
Learn how our free trial works and what happens after your trial ends.
In this article we explain what happens if you downgrade your subscription plan.
In this article we explain how to revive your subscription.
How to fix events that are not showing in your personal calendar.
How to fix common syncing issues between Band Pencil and your external calendar.
How to sync Band Pencil to your external calendar.
Learn how to use the internal calendar to add and edit events in Band Pencil.
How to password protect the portal.
How to add a new client for an event.
Learn how to create online forms through Band Pencil.
Learn how the Client Portal works in Band Pencil.
Limitations in changing the contract confirmation email.
By default, Band Pencil will display a header and footer for each contract. The header and footer sits either side of your contract terms and conditions.
A merge tag is a bit of code that allows you to insert dynamic data into your contract. For example, the field Client Name can be used as a merge tag with {{client_name}}.
Set a contract between you and the musicians you assign to an event.
How to create and send contracts to clients in Band Pencil.
Merge tags are designed to make email templates automatically pre-fill information for you when using the template on a supported page.
How to insert images to emails into emails.
How to set and use email templates.
You cannot use Band Pencil to send marketing emails. See which emails you can send and to whom.
To opt-out, individuals can either utilize the "unsubscribe" button in the email footer or navigate to their account settings.
Replies to emails sent from Band Pencil will not be visible with the Band Pencil.
What to do if your emails from Band Pencil end up in a spam folder, or promotions tab in gmail.
Follow this guide to learn how to schedule emails in Band Pencil.
Three days after you assign a musician to event Band Pencil will send a reminder email to all members have yet to state their availability and where the event is visible to the member.
Three days before an event, Band Pencil will send a reminder email to all members assigned to the event.
Learn how you can bulk email members, clients and groups at once.
Learn how to tracking email delivery and open rates in Band Pencil.
How to set a workflow to get Band Pencil to automatically add new tasks, assign files,contracts and forms to the event
Band Pencil utilizes six main event statuses to help you manage your event pipeline. Here's how they work.
How to add events in different time zones.
You can add multiple services to one event in Band Pencil and it's really simple to do!
Band Pencil's Band Builder allows you to keep track of which musicians have been booked and who's still left to book in.
How to capture new leads with our enquiry form on Band Pencil.
How to duplicate, or create an event series in Band Pencil.
Each user has a file storage limit of 5 GB for their uploads. Files uploaded to the file store, events and song files count towards this limit.
How to share files with your members via the Member Portal.
How to upload, edit, assign a file to an event and delete a file in Band Pencil.
Whenever you add a service to an event in Band Pencil, the total default service fee will be calculated and displayed on the finance tab.
You can add a task from either the dashboard, tasks page, event page or client page
Deletion of event, member, and client records in Band Pencil is restricted to account administrators and owners exclusively.
Can you pay your members though Band Pencil?
Learn how you can manage more than one music group with one account.
We offer customisation on several features to users on our premium plan.
Learn how you can import a CSV (comma separated value) sheet containing your events, members, clients, songs and venues into Band Pencil.
Download a CSV of all your accessible data stored on Band Pencil.
In Band Pencil invoices are linked to individual events providing per-event invoicing, this means you can't create one invoice for multiple events.
Here's a straightforward step-by-step guide on how send a quote to a client.
Band Pencil's inbuilt invoicing system does not have the capacity to manage promotional billing, such as percentage of ticket sales, or commission.
If you're already using Xero, QuickBooks, or Sage for accounting purposes, there's no need to move all of your invoicing and reporting tasks to Band Pencil.
How to add an logo, purchase order number and notes to an invoice within Band Pencil.
Start accepting online payments with Band Pencil Pay. Use Stripe's secure payment gateway through Band Pencil to get paid for gigs faster.
How to create and download invoices in Band Pencil.
How to add a new location for an event.
How to save venues and locations to Band Pencil.
Mask a member to see their Member Portal.
Guide on using Band Pencil's Member Portal.
How to change your availability in Band Pencil.
How to login to Band Pencil's Member Portal.
Archiving a member is the recommended way to delete a member from your account.
How to build a preference order to save you having to add each individual member to an event and setting them as the backup.
Once a member has set their availability to available, they are able to submit an invoice.
Automatically ask the next member if they are available if the previous member says they are not available.
You can add memebrs to groups to easily email and add them to events.
Guide on how to turn on or off the ability for member to submit invoices on Band Pencil.
Learn what reports you can view in Band Pencil.
How to add and manage song files.
How to build and share a setlist in Band Pencil.