Clients - Band Pencil Knowledge Base

Admin Users

• How to add multiple admin users to ...

• How to change your team user's...

• How to lock a user's account

Agency

• Including your markup (e.g. agency ...

• How to book members on a first come...

• Managing your artists and requestin...

Billing

• My subscription payment has failed

• I downgraded my subscription plan -...

• Band Pencil's free trial

Calendar

• How the internal calendar works in ...

• How to sync Band Pencil to an exter...

• Fixing external calendar sync issue...

Clients

• How the Client Portal works in Band...

• How the Form Builder works in Band ...

• How to change the client on an even...

Contracts

• How to create and send contracts to...

• How to create a performer contract ...

• Contract merge tags

Emails

• Tracking email delivery and open ra...

• How to bulk send emails to members ...

• Band Pencil's event reminder e...

Events

• How to duplicate an event in Band P...

• How the Lead Capture Form (Enquiry ...

• How the Band Builder works in Band ...

Files

• How to upload and manage your files...

• How to share files with your member...

• Supported file types and sizes

General

• How to export data stored in Band P...

• How to import your events, members,...

• Features that can be customised to ...

Invoices

• How to create and edit invoices in ...

• How to accept online payments with ...

• How to add a logo, purchase order n...

Locations

• How to add venues and locations to ...

• How to change the location on an ev...

Member Portal

• Logging into Band Pencil's Mem...

• How to change your availability in ...

• Member Portal help guide

Members / Musicians

• How to turn off member invoices / p...

• How to create groups of members in ...

• How to auto book members

Reports

• How reports work in Band Pencil

Setlists

• How to build a setlist in Band Penc...

• Adding files to songs

Clients

How to password protect the Client Portal

How to password protect the portal.

How to change the client on an event

How to add a new client for an event.

How the Form Builder works in Band Pencil

Learn how to create online forms through Band Pencil.

How the Client Portal works in Band Pencil

Learn how the Client Portal works in Band Pencil.