Managing Your ABOSS Settings in the Office Module
The Office module is where you can access and manage all ABOSS settings, including project details, team member settings, agency information, and more.
Table of Contents
Project Management
Team Management
Agency Information
Manage Billing Details
Database Entries
Contact Functions
Event Labels
Event Types
Files
Invoice Numbering
Contract Numbering
Debtor Numbering
Invoice Templates
Contract Templates
Mail Templates
External Booking Form
Deleted Items
1. Project Management
In Project Management, you can view and manage all your projects.
To add a new project, type the artist's name at the end of the project list and click the 'Add' button.
The Project Management overview shows project names, the number of upcoming shows, Artist Paid account status, and the team members connected to each project.
To view or edit a project, click on its name or the pencil icon. In the project settings, you can:
Edit project details
Add a project logo
Add financial information
Set standard information for new events
Adjust region protection settings
Set sharing permissions (optional)
Invite artists and crew members to view the artist calendar
Add project files like technical riders and hospitality riders
Connect the ABOSS calendar with Facebook and Bandsintown
Important: After adding a new project, connect it to the appropriate users in Team Management so they can access and manage the project.
2. Team Management
Team Management displays a list of invited agency users, along with their usernames, roles, and connected projects.
Set user permissions by clicking on a username or the pencil icon.
To invite new team members, click the 'Add New User' button in the upper right corner.
3. Agency Information
The Agency Information settings allow you to enter agency details and upload your agency logo, which will appear on outgoing emails, invoices, and contract templates.
In Integrations settings, you can connect public events for all artists to your agency’s Facebook page and configure region protection for each artist.
4. Manage Billing Details
It's essential to understand how to manage your subscription and make necessary changes, such as upgrading, downgrading, or altering billing details. Only the billing administrator can access these settings. If you're unsure who the billing administrator is, check your Team Management list.
5. Database Entries
In Database Entries, you can update and manage database entries to streamline your workflow.
6. Contact Functions
Manage and organize contact functions in ABOSS to ensure accurate contact assignments and efficient communication.
7. Event Labels
Use event labels to categorize events in ABOSS, enabling easier tracking and organization.
8. Event Types
Set up event types to categorize and differentiate various types of events in ABOSS.
9. Files
Upload agency files to use as attachments for outgoing emails, such as general terms when sending contracts.
10. Invoice Numbering
Set up invoice numbering to ensure each invoice receives a unique identifier, according to your agency’s needs.
11. Contract Numbering
Set up contract numbering to assign unique identifiers to each contract, ensuring easy tracking and organization.
12. Debtor Numbering
Configure debtor numbering to manage client accounts systematically within ABOSS.
13. Invoice Templates
Manage and customize invoice templates using the editor, allowing you to style invoices to match your agency’s brand.
14. Contract Templates
Create and manage contract templates with the editor, allowing you to style contracts according to your brand.
15. Mail Templates
Set up mail templates with default body texts for sending invoices, contracts, itineraries, and guest lists.
16. External Booking Form
The External Booking Form allows you to send a link to promoters for booking requests. You can also embed the form on your website to receive requests directly from visitors.
For more details:
17. Deleted Items
View and manage deleted items to keep track of removed entries and restore them if needed.