Attach Notes to Advances

Attach specific notes to a show advance, ensuring that all pertinent information is communicated to artist teams.

Steps to Include Notes in a Show Advance

1. Access the Event:

   • Navigate to the specific event within Opendate.

2. Initiate Show Advance:

   • Click on the Action button.

   • Select Send Show Advance from the dropdown menu.

3. Include Notes:

   • In the show advance modal, you'll see an option to Include Notes.

   • Select the desired notes to attach. These can be:

     • Existing Notes: Notes previously added to the event.

     • New Notes: Click on New Note to create one on the spot.

     • Template Notes: Utilize pre-saved templates for consistency.

4. Send the Advance:

   • After selecting the appropriate notes, proceed to send the show advance.

Creating and Managing Note Templates

To streamline the process of adding notes:

• Create a Note Template:

  • Navigate to the Event Templates section.

  • Click on New Template.

  • Add the desired note content (e.g., Load-In Information).

  • Save the template with a recognizable name (e.g., "Load Info Template").

• Apply Template to New Events:

  • When creating a new event, select the appropriate event template.

  • The associated notes will automatically populate in the event's notes section.