Inviting a Producer for a Collaborative Event

How to Invite a Producer

1. Confirm Event Type

   • Make sure your event is set as a Collaborative Event during creation.

2. Update an Existing Event

   • If the event was not created as a collaborative event, you can edit it to enable the setting:

     1. Access the Event Details page.

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

        
     3. In the pop-up, select Collaborative for Event Type.
        
     4. From the drop down, add an existing client from your Clients list (see how to add clients to your venue profile) OR create a new client directly for the event in the event creation pop-up. (Any new client you create here will be automatically added to your Clients list in Sho-Soft).
         
        OR
        

     5. Click Save Event.

3. Send the Invitation

   • Click the green Invite Producer button (top right corner of the event details page).

     

   • Confirm the client email address (pre-filled from the client record).

     • You can also type in an alternative email or click the link to portal button to send the link manually.
       

   • Click Send Invitation.

   • Invite status will change to Invite Sent (top right corner of the page).
     
   • The email the producer will receive an email with a link as shown in the image below:
     

4. Client Access

   • Once accepted, the producer's account will be linked to the event and the invite status will change to Linked (top right corner of the page).

     
   • The producer will now have access to their own producer profile. The following image is a snapshot of an Event Details page in the producer profile linked for a specific event: 
     
     
     

Next Steps

See how to add/edit/delete daily activities to an event

See how to add/edit/delete tasks to an activity

Add exhibition to an event for managing exhibitors