Triad

This guide provides a walkthrough for setting up a new show in the Triad Music platform and ensuring all of the deal memo/contract data is accurate.

How to Create a Single Show in Triad Music

This guide demonstrates the complete workflow for managing client accounts within the Triad platform. Follow these steps to learn how to quickly add a new client and safely remove them…

How to Create and Delete a Client in Triad

Learn how to efficiently manage your tour schedule by uploading and processing multiple show dates at once using selected Deal Memos. This guide streamlines your data entry process within the…

How to Bulk Upload Shows

Learn how to navigate the Triad Music grid interface to access specific artist show information. This guide helps you quickly locate and view detailed financial data for selected performer events.

How to Navigate In and Out of Client "Shows" Sidebar

Learn how to navigate the Triad Music platform to initiate a file request and upload documents. This guide simplifies the process of organizing your insurance-related files within the system.

How to Request and Upload Files to a show Triad Music

Learn how to efficiently manage your file requests and uploads within the Triad Music grid interface. This guide walks you through the steps to categorize documents and ensure your files…

How to Request and Upload General Files in Triad Music for an Artist or Entity

Learn how to efficiently set up a new tour and assign it to your shows using the Triad music management platform. This guide provides a simple walkthrough for scheduling your…

How to Create a New Tour in Triad

This document provides detailed instructions on managing venues, including finding, adding, renaming, merging duplicates, and admin-specific tasks.

Venues

Support

Clients and Shows

Learn how to add a new user to your Triad Music organization. This guide will walk you through the necessary steps to set up a new user account, including assigning…

(Admin) How to Add a New User to Triad Music

Learn how to record tour payments in Triad and indicate specifics related to payment withholdings or other nuances

Adding a New Payment to a Show and "Settling" the Show

Learn how to efficiently adjust base commission rates and approve individual items for specific event bookings.

How To Update And Approve Commission Items In Triad

Learn how to navigate the Triad Music platform to Process In-House Merch Statements in Triad Music

How to Process In-House Merch Statements in Triad Music

Learn how to add a new client to your organization and update their specific account attributes. This guide provides a simple walkthrough to help you manage your client settings and…

How To Create And Configure A New Artist / Client

Learn how to manage and update your client profile picture within the Triad Music platform. This guide provides a quick walkthrough of the steps required to upload a new avatar…

How to Update Your Artist / Client Avatar on Triad Music

Learn how to add a new business entity to your account within the Triad Music platform. This guide walks you through the necessary configuration fields, including naming your entity and…

How To Create A New Artsit Entity In Triad Music

This guide walks you through the initial setup process for a new client within the Triad Music platform. Learn how to configure client details, upload an avatar, define billing entities,…

Setting Up A New Client Account In Triad Music using setup wizard

Quick Start Guides for New Users

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.