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This article is dedicated to users with Leader Elite, Leader, or Musician Pro accounts.
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Are you looking for a reliable way to remind yourself of important tasks and next steps for all your live music bookings?
Using the tasks module inside the Back On Stage app is a great way to ensure you receive alerts and reminders at the right time so that your bookings stay on track and nothing falls through the cracks.
In today's tutorial, we will explore the tasks module and show you how to use task templates and reminders to maximize productivity and efficiency for your team.
To access the tasks module, scroll down to theĀ āTasksā tab.
First, you can create a Task Group by clicking the āAdd New Task Groupā button and giving it a name to hold all tasks related to a specific booking.
When you create a task, it is only visible to you unless you assign it to someone else. Administrators can assign tasks to others, while members can create and view their own tasks.
Relative due dates are especially useful when creating task templates, as they automatically calculate the due date based on the booking's actual date. For example, you can set a task to be due seven days before the booking, which is when you will send your final payment reminder to the client.Ā The system will calculate the due date for you.
Here's a useful tip for getting repeat bookings, especially for events like holiday parties that happen annually.
It's a good idea to set a reminder for yourself to follow up with the client at the right time to secure the booking for the following year.
For instance, if they booked you for a December party but contacted you in September, set a reminder to reach out to them about five months before their next party. By timing your email around the time they start planning their Christmas party, you'll stay fresh in their minds and increase your chances of getting the booking again.
To determine the reminder date, calculate approximately 215 days after the current booking date, assuming the party will happen again in about 365 days. This way, you'll prompt yourself to follow up and ask for the booking again.
Once you have configured all reminders and alerts, they will be sent via email and possibly SMS to whoever the task is assigned to.
You can customize alert types in theĀ Notification Control Centre. You can access the Notification Control Centre by clicking "Company Settings" on your sidebar, and clicking "Notification Control Centre".
