Move a show from offer to performed
Accept, hold, or decline an offer, then move the show through contract and performance.
A show starts as an offer. Its offer state is Pending, Hold, Accepted, Declined, or Cancelled. Once accepted, it moves through stages:
Offer In: the offer is open (Pending or Hold).
Accepted: the show is confirmed.
Contract: the contract is signed. The show page calls this Contract signed.
Performed: the show has happened.
Declined and Cancelled shows leave the pipeline. Hold is not a stage of its own: a held offer is still Offer In, and the list has an On Hold filter for it.
On the show page of an open offer:
Choose Accept to confirm the show.
Choose Hold to keep the date while you work out details.
Choose Decline, then Decline again in the dialog to turn the offer down.
You can do the same from the row menu on Shows and, on a computer, from Overview. On the show page and on Overview, Decline asks for confirmation; in the row menu it does not.
A held offer keeps its date and stays in the Shows list and calendar. It leaves Overview's Needs attention until its Hold expires date. Without that date, it comes back one week after you hold it.
Holding an offer that is already on hold restarts that week. The row menu calls this Hold Again.
Release hold puts the offer back to Pending so it returns to Overview.
Open Edit show, then More, to set:
Respond by: when the promoter expects an answer.
Hold expires: when a held offer should come back for review.
Offers with these dates sort by them on Overview.
On the show page, the Status row in the Deal section opens Set status. Choose Accepted, Contract signed, or Performed, or Offer in to move the show back to review. The status row is read only while the offer is still open; accept it first.
You can also change the stage from the Stage column in the list, or for several shows at once with Set status.
After the date passes, an accepted show that is not performed appears on Overview as Update status. Choose Mark performed on Overview, Mark as performed in the row menu, or set Performed on the show page. Finances counts performed shows as settled.
Choose Cancel show at the bottom of the Set status menu, or in the list's bulk Set status menu. Cancelled shows are hidden by the default stage filter and are left out of Finances.
Declining is not permanent. On Shows, select Declined in the stage filter, open the row menu, and choose Restore Offer. The offer returns to Pending.
| Offer state or stage | Overview | Finances |
|---|---|---|
| Pending or Hold | Decision, unless the hold is still running | Forecast only |
| Accepted or Contract | Schedule; Update status after the date passes | Counted, not settled |
| Performed | Leaves the queue | Counted as settled |
| Declined or Cancelled | Not shown | Left out |