One of the most popular features on our Pro Plan for Collectives such as Agencies, Management Companies, Venue Groups and more, is the ability to manage and send bookings for all of your accounts under one master account Calendar.

First, head to your Roster section and then Create New Accounts for any accounts you wish to be included in your Collective's Roster. Remember, these are accounts that you either manage or have exclusive rights to make decisions on behalf of.

After the accounts are added, you'll notice the ability to "switch" into any of the accounts you're on, using the top left dropdown menu:

You'll primarily work from your master Collective account 99% of the time, but "switching" accounts can be used for updating other accounts' unique Paperwork, profile media, or adding users that may be relevant to it.

Once all of your Rostered accounts are ready to go, you'll notice that your master Collective account has dropdowns in several places, including the Booking window, where you can create Bookings for the Rostered accounts specifically so they'll automatically appear on their Calendar:

This dropdown is specifically for creating bookings for your other accounts, so they'll be notified in real time on their own Calendar. 

Further, any Paperwork templates that you've added to each account will automatically become available in each booking if you've selected them in that Booking dropdown:

If you simply want to filter your Calendar to see activity from your Rostered accounts, using the Calendar dropdown here:

These filter dropdowns are also available in your Events, Bookings and Payments sections to make things easier to view or select.

There's a few other tips and tricks, such as embedding your Collective's public Events list, which will dynamically show your Rostered accounts Events as well!

You can also control what information is shared to your Rostered accounts when you work on their behalf, such as hiding/showing the Message Flow, Deal Terms, Booking Actions, Paperwork, and more. 

Simply select which pieces of information you'd like to share with your Rostered accounts as you work, or hide and keep private to only your account. Everything will save instantly when you select each option; the options will even retroactively apply to Bookings & Events in the past:

This is helpful for Collectives that want to customize their workflow with the artists or venues they work for, without exposing sensitive details if you wish to keep them private internally.