Go to Syngency
All Collections
For Agents and Admins
For Agents and Admins
A collection of guides to help you navigate each section of your Dashboard.
86 articles in this collection
Written by
Ryan Marshall,
Anna,
and
Martin Riggs
Agents: How to Add your Syngency Admin Sign-In as a Shortcut to your Smartphone or Tablet.
Fastest route to your Syngency admin site online
Written by
Anna
Updated over a week ago
For Admins Only
Deactivate an Agent Account
Only Accounts with Admin access are able to delete an Agent account
Written by
Anna
Updated over a week ago
Clips
Quickly insert pre-written text clips into your Syngency emails.
Written by
Ryan Marshall
Updated over a week ago
Locking bookings once they are invoiced
For Admins: Set agent permissions to disable editing of bookings once they are Invoiced.
Written by
Ryan Marshall
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
Managing your Schedule Types
For Admins Only: Customising Schedule Types for Talent
Written by
Anna
Updated over a week ago
Bookings
Using Inclusive Fees
Learn how to use Inclusive Fees to your agency requirements
Written by
Anna
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
Managing agency commission in a booking
It's easy to change a talent's agency commission on a per-booking basis.
Written by
Ryan Marshall
Updated over a week ago
Create a Booking directly from a Talent Chart
Written by
Anna
Updated over a week ago
Bookings Overview
Written by
Anna
Updated over a week ago
Create your first Booking
Creating your first Booking is simple
Written by
Anna
Updated over a week ago
Add Talent to a Booking
Easily add to Talent to any Booking
Written by
Anna
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
Updated over a week ago
How to send a Booking Confirmation
Booking Confirmation/ Contract which can be emailed to clients
Written by
Anna
Updated over a week ago
Booking Statuses and Schedule Types explained
The differences between Booking Statuses and Schedule Types, and how they are used in Syngency.
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
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
Updated over a week ago
Add a Talent Schedule to a Booking
Schedules hold the Booking dates and Locations
Written by
Anna
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
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
Updated over a week ago
Email Talent from a Booking
Emailing Talent Schedule details from a Booking
Written by
Anna
Updated over a week ago
Create an Invoice from a Booking
Invoicing clients from Syngency
Written by
Anna
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
Updated over a week ago
Add an Attachment to an Invoice
Send Attachments with your Invoice
Written by
Anna
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
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
Creating Quotes in Your Booking
Written by
Anna
Updated over a week ago
Castings
Create a new Casting Call
Creating a casting call and adding timeslots
Written by
Anna
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
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
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
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
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
Updated over a week ago
Downloading Subsmission Media from a Casting Call
Written by
Anna
Updated over a week ago
Add Locations & Sessions to a Casting Call
Written by
Anna
Updated over a week ago
Add Notes & Attachments to a Casting Call
Written by
Anna
Updated over a week ago
Talent
Adding and Searching Talent Tags
Written by
Martin Riggs
Updated over a week ago
Add new talent
Add new talent in four simple steps:
Written by
Anna
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
Ryan Marshall
Updated over a week ago
Activate talent accounts for entire Divisions, Offices or Groups
Activate talent accounts en-masse across Divisions, Offices, or Groups for the Talent Portal and Mobile App
Written by
Ryan Marshall
Updated over a week ago
Importing 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
Activate a talent's account for the Talent Portal and Mobile App
Activate a talent's Syngency account, so they can access the Talent Portal and Syngency Mobile app.
Written by
Anna
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
Updated over a week ago
Export Talent and Contact details
An administrative account is needed to do this
Written by
Anna
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
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
Updated over a week ago
How can I change sizing units for my talent?
Written by
Martin Riggs
Updated over a week ago
Galleries
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
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
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
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
Updated over a week ago
Uploading files to your gallery
Written by
Anna
Updated over a week ago
Contacts
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
Packages
How to create a Package
Written by
Anna
Updated over a week ago
How to add Talent to a Package
Written by
Anna
Updated over a week ago
How to populate a Gallery Package
Written by
Anna
Updated over a week ago
How to add Talent Notes to a Casting Package
Written by
Anna
Updated over a week ago
How to add Talent Notes to a Gallery Package
Written by
Anna
Updated over a week ago
Reports
Reports - an Overview
Written by
Ryan Marshall
Updated over a week ago
Agent FAQ
Agency Commission/Agency Fee Default Settings
Understanding Agency Commission & Agency Fee defaults and customisations
Written by
Anna
Updated over a week ago
Securing your account with Two-Factor Authentication
Add 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
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
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
Updated over a week ago
Tasks
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