Syngency

Anna

Martin Riggs

A collection of guides to help you navigate each section of your Dashboard.

For Agents and Admins

Only Accounts with Admin access are able to delete an Agent account

Deactivate an Agent Account

Quickly insert pre-written text clips into your Syngency emails.

Clips

For Admins: Set agent permissions to disable editing of bookings once they are Invoiced.

Locking bookings once they are invoiced

Manage your users, their account details, and permissions.

Setting up your team's accounts

For Admins Only: Customising Schedule Types for Talent

Managing your Schedule Types

For Admins Only

Create your first Booking

Learn how to use Inclusive Fees to your agency requirements

Using Inclusive Fees

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

Invoice Splits

It's easy to change a talent's agency commission on a per-booking basis.

Managing agency commission in a booking

Create a Booking directly from a Talent Chart

Bookings Overview

Add Talent to a Booking

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

Add a Location to your Booking

Booking Confirmation/ Contract which can be emailed to clients

How to send a Booking Confirmation

The differences between Booking Statuses and Schedule Types, and how they are used in Syngency.

Booking Statuses and Schedule Types explained

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

Why is Sales Tax not charged on my Invoice

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

Payroll Modes

Production Roles

Schedules hold the Booking dates and Locations

Add a Talent Schedule to a Booking

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

Adding talent fees to a booking

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

Add Expenses to Talent in a Booking

Emailing Talent Schedule details from a Booking

Email Talent from a Booking

Create an Invoice from a Booking

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

Send an Invoice from a Booking

Add an Attachment to an Invoice

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

Invoice a different contact to the client in a booking

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

Create Mother Agency Statements (Bills)

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

Linking talent in bookings

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

Duplicating a Booking

Creating Quotes in Your Booking

Syngency can automatically email reminders to your client for unpaid invoices.

Payment Reminders

Bookings

Creating a casting call and adding timeslots

Create a new Casting Call

You are able to create packages from your existing Casting Call

Create a package from a Casting Call

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

Create a Booking from a Casting Call

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

Creating a Casting Call with Submission Media

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

Add Recipients to a Casting Call

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

Add Groups to a Casting Call

Send a Casting Call to recipients

Downloading Subsmission Media from a Casting Call

Add Locations & Sessions to a Casting Call

Add Notes & Attachments to a Casting Call

Castings

Adding and Searching Talent Tags

Add new talent

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

Managing Talent in Divisions

Activate talent accounts en-masse across Divisions, Offices, or Groups for the Talent Portal and Mobile App

Activate talent accounts for entire Divisions, Offices or Groups

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

Importing Talent and Contacts

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

Add a bookout/lockout for a talent

Activate a talent's Syngency account, so they can access the Talent Portal and Syngency Mobile app.

Activate a talent's account for the Talent Portal and Mobile App

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

Add an Agency list to your Talent

An administrative account is needed to do this

Export Talent and Contact details

Manage skills and skill categories for your talent

Skills

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

Do a Talent Search using specific parameters

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

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

Easily create invoices for talent placed with other agencies

How to create mother agency invoices

How can I change sizing units for my talent?

Mass select and edit Talent: Divisions, Groups, Tags, and Published Status

Bulk Edit Talent

What the different Settings do in Talent Profile

Talent Settings Explained

Talent

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

Creating a comp card from gallery images

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

Create a Talent Headshot from a Gallery

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

Help! Uploaded images are displaying with their colour washed out

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

How Divisions and Galleries work together

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

Link YouTube and Vimeo clips to your video galleries

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.

Set a new thumbnail for your video

Creating an Image, Audio or Video Gallery

Creating a new gallery

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

Copy or move files between galleries

Publish an archived gallery

Uploading files to your gallery

Media Uploads Galleries

Galleries

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

Merging Contacts

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

Billing Departments

Contacts

Packages: Casting & Gallery Packages Explained

How to create a Package

How to add Talent to a Package

How to populate a Gallery Package

How to add Talent Notes to a Casting Package

How to add Talent Notes to a Gallery Package

Packages

Reports - an Overview

Reports

Understanding Agency Commission & Agency Fee defaults and customisations

Agency Commission/Agency Fee Default Settings

Add an extra layer of security for your (and your agency's) Syngency account.

Securing your account with Two-Factor Authentication

Dashboard: Reminders

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

Opening items in a new tab

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

"Right-click" context menus

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

Sending one-off emails to your talent and contacts

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

Using the date picker

Store important files with your bookings, contacts, and models

Adding attachments

Implications of Terminating vs Deleting talent profiles

Why you should Terminate rather than Delete a Talent Profile

Fastest route to your Syngency admin site online

Agents: How to Add your Syngency Admin Sign-In as a Shortcut to your Smartphone or Tablet.

Agent FAQ

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

Introducing Tasks

How to manage your different types of tasks

Managing Task Types

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

Creating a Task

Tasks

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.