Gigs Inbox and Follow-Ups

Email-inbox-style gig management with smart follow-up suggestions.

3 min readGetting Started

The Gigs Inbox gives you an email-inbox-style view of all your gigs with smart follow-up suggestions.

Accessing the Inbox

Navigate to Gigs or click "Gigs" in the sidebar.

Layout

  • Left panel — Gig list with status indicators
  • Right panel — Detail view for the selected gig
  • Footer — Financial summary showing total paid and total due

Filter Tabs

TabShows
UpcomingFuture gigs
Needs ActionGigs with a suggested follow-up
PastCompleted gigs
AllEverything

Follow-Up Engine

Follow-up engine decision cascade and priority rules
Click to open interactive diagram

The inbox automatically suggests the most important next action for each gig. Priority numbers determine which follow-up shows when multiple apply — the highest priority (lowest number) wins:

PriorityFollow-UpWhen It Appears
1Send for SigningContract not yet sent
2Urgent: Get Signatures!Unsigned, gig is 1 day away or less
3Deposit unpaid/due/overdue & Contract unsigned. Follow upContextual — wording tracks deposit due date
3Sign Your Contract!You haven't signed but your client has
4Confirm Team Now!Unconfirmed team, gig 1 day away or less
5Confirm TeamUnconfirmed team (suppressed when Rule 11 is more specific)
7Were You Paid? / Gig passed — collect balance!Past gig, balance unpaid (multi-stage)
8Send Review Request1-59 days past, fully paid, no review sent
9Collect Client DetailsMissing event details within event-type threshold
10Complete Prep TasksIncomplete prep tasks approaching due dates
11Invite / Remind / Confirm / Fill SlotsSmart team badges based on member states
13Check mailed Nd ago — did it arrive?Client mailed a check, prompt after postal delay

Detail Panel

Click a gig to see:

  • Event details, client email, team member list with pay
  • Per-signer signature status
  • Deposit/balance breakdown with due dates
  • Action buttons: "Open Gig Dashboard" and "View Contract"

Common Questions

What does "Needs Action" mean?

Gigs that have a follow-up suggestion from the priority list above.

Can I dismiss a follow-up?

Follow-ups are automatic. Completing the suggested action removes them.

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