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Find some useful support articles. If you still need help drop us an email!



Clients


Form Builder

Shortly you will be able to create online forms through Band Pencil. They are perfect for creating client questionnaires.


How to create and send contracts in Band Pencil

How to create and send contracts to clients in Band Pencil.


How the client portal works in Band Pencil

The Client Portal is for clients to check the event information, download files and invoices and view and sign contracts, but how does it work?


Emails


Event availability email notification

Three days after you assign a musician to event Band Pencil will send a reminder email to all musicians have yet to state their availability and where the event is visible to the musician.


Event reminder email notification

Three days before an event Band Pencil will send a reminder email to certain musicians.


How to send an email to all musicians on Band Pencil

You can bulk email musicians, clients and groups at once.


Email notifications

Email notifications sent from Band Pencil.


Email tracking guide

Email tracking gives you the power to see all of this information and act on it. Delivered, but not read? Time to send a follow up, or phone call. Email failed? Check the email is correct.


Events


Adding services to an event

You can add multiple services to one event in Band Pencil and it's really simple to do!


Band Builder

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 add venues to Band Pencil

How to save locations to Band Pencil


How to capture new leads with Band Pencil

How to capture new leads with our enquiry form on Band Pencil.


How to add an image, PO number and notes to an invoice in Band Pencil

How to add an image, PO number and notes to an invoice within Band Pencil.


How to duplicate an event in Band Pencil

How to duplicate, or create an event series in Band Pencil.


Creating invoices

How to create and download invoices in Band Pencil.


How events work in Band Pencil

How events work in Band Pencil.


Files


How to share files with musicians on Band Pencil

How to share files with musicians.


How to upload files to Band Pencil

How to upload and manage your files in Band Pencil.


How it works: Files

How to upload, edit and tag files in Band Pencil


General


Formatting

You can now format emails and certain fields within Band Pencil. Highlight the text you wish to format and click the desired formatting button.


How to add multiple users to one account in Band Pencil

Follow this guide to add more users to your account in Band Pencil.


How to download an account backup in Band Pencil

Download a CSV of all your accessible data stored on Band Pencil.


How to change paper size in Band Pencil

How to change the paper size for invoices, worksheets and contracts in Band Pencil.


Calendar

Learn how to use the built in calendar in Band Pencil.


Musicians


Musician Portal Help Guide

Short guide on using the Musician Portal. Logging into the portal. Viewing your events. Confirming your attendance. Viewing the band profile. Worksheet & viewing other musicians. Submitting invoices. Updating your information


Changing your availability

How to change your availability in Band Pencil.


How to create groups in Band Pencil

You can add musicians to groups to easily email and add them to events. 


How to turn off musician invoices in Band Pencil

This reduces the amount of admin time as we automatically create the invoices/receipts and reduces the amount of paperwork you and your musicians have to do.


Adding musicians to events

How to add a musician to an event in Band Pencil.


How Musicians Work

Band Pencil is great for storing your musicians information securely.


Musicians Magic Links

We have recently redesigned the musician’s access, formally known as member’s access and one of the big changes we made was implementing passwordless login via magic links sent in email.


How musicians connect with you through Band Pencil

Learn how your musicians connect with you through Band Pencil.


Reports


Reports

Band Pencil not only allows you to track your teaching and gigs, but did you know with a simple click of a button Band Pencil can also help you create detailed, professional and useful reports?


Setlists


How to build a setlist in Band Pencil

How to build a setlist for your function/ cover band. Band Pencil makes it easy. Upload files, automatic length calculator and share with musicians.

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