For Agents and Admins

How to lock Bookings once Invoiced

For Admins: Set Agent Permissions to disable editing Invoiced Bookings

Written by Anna von Roy
Updated over a week ago

Setting up your team's accounts

Manage your users, their account details, and permissions.

Written by Ryan Marshall
Updated over a week ago

Creating Custom Schedule Types

For Admins Only: Customising Schedule Types for Talent

Written by Anna von Roy
Updated over a week ago

Setting Inclusive Fees

Learn how to set Inclusive Fees to your Agency requirements

Written by Anna von Roy
Updated over a week ago

Invoice Splits

How to split your booking across multiple invoices to bill clients at different stages.

Written by Ryan Marshall
Updated over a week ago

Editing Agency Commission in a Booking

You can edit the Agency Commission per Talent for a specific Booking

Written by Anna von Roy
Updated over a week ago

Create a Booking directly from a Talent Chart

Written by Anna von Roy
Updated over a week ago

Bookings Overview

Written by Anna von Roy
Updated over a week ago

Create your first Booking

Creating your first Booking is simple

Written by Anna von Roy
Updated over a week ago

Add Talent to a Booking

Easily add to Talent to any Booking

Written by Anna von Roy
Updated over a week ago

Add a Location to your Booking

Useful tips on how to best use the Location tab in your Booking

Written by Anna von Roy
Updated over a week ago

How to send a Booking Confirmation

Booking Confirmation/ Contract which can be emailed to clients

Written by Anna von Roy
Updated over a week ago

Booking Statuses and Schedule Types explained

Written by Ryan Marshall
Updated over a week ago

Why is Sales Tax not charged on my Invoice

What to do if Sales tax (GST/VAT) is not showing on your invoice

Written by Anna von Roy
Updated over a week ago

Payroll Modes

Payroll Mode is used when you need to invoice only for agency fees and commissions – typically when payroll companies are involved.

Written by Ryan Marshall
Updated over a week ago

Production Roles

Written by Ryan Marshall
Updated over a week ago

Link Talent in a Booking

Linked Talent: For bookings where several talent share the same schedule & fee details you can Link talent so updates are only made once

Written by Anna von Roy
Updated over a week ago

Add a Talent Schedule to a Booking

Schedules hold the Booking dates and Locations

Written by Anna von Roy
Updated over a week ago

Add Fees to Talent in a Booking

This article outlines how to add fees to Talent in a Booking

Written by Anna von Roy
Updated over a week ago

Add Expenses to Talent in a Booking

You can easily add Expenses to a Booking, to be reimbursed to the Agency or the Talent

Written by Anna von Roy
Updated over a week ago

Email Talent from a Booking

Emailing Talent Schedule details from a Booking

Written by Anna von Roy
Updated over a week ago

Create an Invoice from a Booking

Invoicing clients from Syngency

Written by Anna von Roy
Updated over a week ago

Send an Invoice from a Booking

Emailing, Dowloading invoice PDF, Profit Summary PDF and attaching documents to an invoice

Written by Anna von Roy
Updated over a week ago

Add an Attachment to an Invoice

Send Attachments with your Invoice

Written by Anna von Roy
Updated over a week ago

Invoice a different contact to the client in a booking

Sometimes you need to invoice another company, rather than the booking's client.

Written by Ryan Marshall
Updated over a week ago

Create Mother Agency Statements (Bills)

Easily create statements (bills) for Mother Agencies who have talent placed with your Agency: what you owe them

Written by Anna von Roy
Updated over a week ago

Linking talent in bookings

Linking talent with common fees and schedules within a booking can make updating information across all talent quick and easy.

Written by Ryan Marshall
Updated over a week ago

Duplicating a Booking

How to create a duplicate of an existing Booking, and move its schedule dates accordingly.

Written by Ryan Marshall
Updated over a week ago

Create a new Casting Call

Creating a casting call and adding timeslots

Written by Anna von Roy
Updated over a week ago

Create a package from a Casting Call

You are able to create packages from your existing Casting Call

Written by Anna von Roy
Updated over a week ago

Create a Booking from a Casting Call

You can easily create a new Booking from an existing Casting Call

Written by Anna von Roy
Updated over a week ago

Creating a Casting Call with Submission Media

Send out a Casting Call request for submission media (ie Self-Tape/Video)

Written by Anna von Roy
Updated over a week ago

Add Recipients to a Casting Call

Select which individual talent, divisions, or groups will receive the Casting Call

Written by Anna von Roy
Updated over a week ago

Add Groups to a Casting Call

Send different groups of attachments and session details to your recipients.

Written by Ryan Marshall
Updated over a week ago

Send a Casting Call to recipients

Easily email your talent Casting Calls

Written by Anna von Roy
Updated over a week ago

Downloading Subsmission Media from a Casting Call

Written by Anna von Roy
Updated over a week ago

Add Locations & Sessions to a Casting Call

Written by Anna von Roy
Updated over a week ago

Add Notes & Attachments to a Casting Call

Written by Anna von Roy
Updated over a week ago

Add new talent

Add new talent in four simple steps:

Written by Anna von Roy
Updated over a week ago

Managing Talent in Divisions

The Divisions tab is where you can add, remove, and transfer talent between your divisions and set headshots.

Written by Hanson Walker
Updated over a week ago

Activate Talent Portal for Divisions, Offices or Groups

Bulk activate entire Divisions, Offices, or Groups for the Talent Portal and Mobile App

Written by Hanson Walker
Updated over a week ago

Import Talent and Contacts

Use our import templates to load your existing talent and contact data into Syngency

Written by Ryan Marshall
Updated over a week ago

Add a bookout/lockout for a talent

When talent aren't available to be booked, you can add a lockout to prevent them from being double-booked

Written by Ryan Marshall
Updated over a week ago

Login Enable Talent for the Talent Portal and Mobile App

Setting up Talent to use the Talent Portal

Written by Anna von Roy
Updated over a week ago

Add an Agency list to your Talent

Easily add an Agency list to your Talent (Placement or Mother Agency)

Written by Anna von Roy
Updated over a week ago

Export Talent and Contact details

An administrative account is needed to do this

Written by Anna von Roy
Updated over a week ago

Skills

Manage skills and skill categories for your talent

Written by Ryan Marshall
Updated over a week ago

Do a Talent Search using specific parameters

Searching for talent by Skill, Height, Shoe Size and more

Written by Anna von Roy
Updated over a week ago

How to activate logins for family members sharing the same email address

If more than one talent share the same email address, they will need to create an email alias as their Primary Email in Syngency.

Written by Ryan Marshall
Updated over a week ago

How to create mother agency invoices

Easily create invoices for talent placed with other agencies

Written by Anna von Roy
Updated over a week ago

Creating a comp card from gallery images

It's easy to create a great-looking comp card PDF from your gallery images.

Written by Ryan Marshall
Updated over a week ago

Create a Talent Headshot from a Gallery

Create a new headshot from any image in a talent's gallery.

Written by Anna von Roy
Updated over a week ago

Help! Uploaded images are displaying with their colour washed out

Quick guide on the the best colour space (sRGB) for uploaded images to web in order to retain colour

Written by Anna von Roy
Updated over a week ago

How Divisions and Galleries work together

It's important to understand the differences between galleries and their associations with divisions.

Written by Ryan Marshall
Updated over a week ago

Link YouTube and Vimeo clips to your video galleries

Publicly available YouTube and Vimeo clips can easily be linked to video galleries in Syngency.

Written by Ryan Marshall
Updated over a week ago

Set a new thumbnail for your video

Sometimes a thumbnail won't load, has appeared as the default "stripes" thumbnail, or isn't the one you want. Here's how to change it.

Written by Ryan Marshall
Updated over a week ago

Creating a new gallery

Creating an Image, Audio or Video Gallery

Written by Anna von Roy
Updated over a week ago

Copy or move files between galleries

Useful if you have a select number of files in an Archived gallery which you would like to publish.

Written by Ryan Marshall
Updated over a week ago

Publish an archived gallery

Written by Anna von Roy
Updated over a week ago

Uploading files to your gallery

Written by Anna von Roy
Updated over a week ago

Merging Contacts

Easily merge duplicate contacts for the same client or company into one.

Written by Ryan Marshall
Updated over a week ago

Billing Departments

Create a department for your contacts which can be automatically emailed each invoice.

Written by Ryan Marshall
Updated over a week ago

How to create a Package

Written by Anna von Roy
Updated over a week ago

How to add Talent to a Package

Written by Anna von Roy
Updated over a week ago

How to populate a Gallery Package

Written by Anna von Roy
Updated over a week ago

How to add Talent Notes to a Casting Package

Written by Anna von Roy
Updated over a week ago

How to add Talent Notes to a Gallery Package

Written by Anna von Roy
Updated over a week ago

Reports - an Overview

Written by Hanson Walker
Updated over a week ago

Agency Commission/Agency Fee Default Settings

Understanding Agency Commission & Agency Fee defaults and customisations

Written by Anna von Roy
Updated over a week ago

How to secure your Syngency account with Two-Factor Authentication.

"2FA" provides an extra layer of security for your – and your agency's – Syngency account.

Written by Ryan Marshall
Updated over a week ago

Dashboard: Reminders

How to set Reminders for your Dashboard

Written by Anna von Roy
Updated over a week ago

Opening items in a new tab

Save time and never lose your place with this helpful tip.

Written by Ryan Marshall
Updated over a week ago

"Right-click" context menus

Use your right mouse button throughout Syngency to open a quick list of helpful actions

Written by Ryan Marshall
Updated over a week ago

Sending one-off emails to your talent and contacts

Easily reach all/some of your talent and/or contacts with an email sent directly from your Syngency account

Written by Anna von Roy
Updated over a week ago

Using the date picker

Quick tips on finding and selecting the date you're looking for, fast.

Written by Ryan Marshall
Updated over a week ago

Adding attachments

Store important files with your bookings, contacts, and models

Written by Ryan Marshall
Updated over a week ago

Why you should Terminate rather than Delete a Talent Profile

Implications of Terminating vs Deleting talent profiles

Written by Anna von Roy
Updated over a week ago

Introducing Tasks

Tasks are a quick, easy way to keep track of reminders, actionable items, and deadlines for you and your team.

Written by Ryan Marshall
Updated over a week ago

Managing Task Types

How to manage your different types of tasks

Written by Ryan Marshall
Updated over a week ago

Creating a Task

How to create your first task, and some helpful tips on how to manage your tasks.

Written by Ryan Marshall
Updated over a week ago