Client Selection
1. Navigate to https://v2.triadmusic.com/grid
2. Select any client card
3. The backstage view enables you to quickly navigate shows with balances due, deposits overdue, payments in transit, or any shows you have to finalize if you have permissions to finalize shows.
4. On the finalize tab, there are also quick action buttons for adding merch and opening the show in a shadow window.
Payment Setup
5. You can add payments received for a client directly on this backstage view page
6. Click add payment and then select the show on the show selector drop-down menu
7. Select the show
8. Edit payment information and save
Show Management
9. Click "Add Show" to add a new show directly from the backstage view
10. Drop deal memo or input data and save to add a new show
11. Click "Shows" on left menu to navigate to the shows menu for the client. This is where most of the work in the app is done.
Show Payments
12. Select a show
13. Click "Payments" to add payments
14. Click "Add Payment" to add a payment
15. You can navigate client attributes, settlement entry, ticket scaling if it applies, journal entries, commissions associated with the show (only after all payment is received and show is finalized), other income, and merch from the shows page. More guides exist in the help center to walk you through each of these areas.
File Requests
16. To request a file for a show from an outside professional (i.e. agent, manager, promoter) click the files tab
17. Click "Request Files"
18. To categorize the file click the "File Category (optional)" field.
19. Select file type
20. Click "Create Request" and it will automatically generate a link the third party can use to send you a file.
21. To view the show contract info click the "Contract" tab
22. When all information is complete and payments all collected click "Finalize" (only if you have permissions to finalize shows)
23. Click Finalize in the confirmation dialog and the show is now finalized and locked.
