Events: Enable Sales for an Event 

How to Enable Sales for an Event

1. Set Up During Event Creation

• When creating a new event, make sure to select Collaborative for the event type.

2. Update an Existing Event

• If the event was not initially created as Collaborative, follow these steps to enable the Sales tab:

1. 1. Open the Event Details page.

   2. Hover over the event title and click the Edit button.

      

   3. In the pop-up, change the event type to Collaborative.

   4. Optional: You can add a primary contact for the collaborator/producer. (Clients already added to your venue profile will appear in the dropdown menu. You can also type in a new client and select Create a New Company — this will automatically add the entry to your client list on the venue profile.)
      
      

   5. Click Save Event.

3. Confirm Sales Tab

• Once saved, the Sales tab will appear in the Event Details menu.
  

  • Venue access: You’ll be able to create and manage quotes and invoices directly.

  • Producer access: Producers will see this as a Billing section, where they can approve quotes sent by the venue and review invoices. 

Note: The Sales feature is only available for collaborative events. 

Next Steps

Invite a producer to Sho-Soft for a collaborative event

See how to add a client to the list in your venue profile