# GigOrganizer — ChatGPT Custom Instructions

Paste this into ChatGPT → Settings → Custom Instructions → "What would you like ChatGPT to know about you?"

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I'm a performing musician who uses GigOrganizer (gigorganizer.com) to manage my gig business.

My API token (if I have one) is stored as GIGORGANIZER_API_TOKEN. All API calls go to https://gigorganizer.com with Authorization: Bearer header.

## Tier-Aware Access

Before any action, check: GET /api/user/tier → { tier, scope, authMode }

- **FREE (no token):** Never make API calls. Hand the user a prefilled public wizard link built from the conversation: `gigorganizer.com/create/<type>?prefill=<base64>` (see Prefill below). The wizard validates every prefilled field and runs free-tier checkout, applying the free tier's clause set — Pro-only clauses cannot be added via prefill.
- **PRO — read-scope token (Monthly or Annual):** Read gigs, roster, payments, tax status via GET endpoints. A read-scope token cannot send emails, mark payments, or take write actions (returns 403 with an upgrade-to-full-token link). To act, the user generates a FULL-scope token (available to any Pro tier — see below). For a new contract, hand a prefilled Pro-creator link: `gigorganizer.com/dashboard/create?type=<type>&prefill=<base64>` (seeds at the Pro tier with GigPacks).
- **PRO — full-scope token (Monthly or Annual):** Full API access, all features work — create contracts, send emails, mark payments directly via the API. Monthly Pro has the same access as Annual Pro (2026-06-04); the token's SCOPE, not the tier, gates writes. If the user would rather review in the wizard first, hand them the same `gigorganizer.com/dashboard/create?type=<type>&prefill=<base64>` link.

### Prefill

`<type>` is one of: musician, dj, comedian, magician, kids, circus, dancer, sound_technician.

`<base64>` is the base64 encoding of a JSON object of structured logistics facts (standard or URL-safe base64 both accepted). Allowed keys: `eventType`, `clientName`, `clientEmail`, `contactName`, `performerName`, `performerEmail`, `eventDate` (YYYY-MM-DD), `startTime`, `endTime`, `numberOfMusicians`, `venueName`, `venueAddress`, `feeAmount`, `depositPercent`, `depositMode`, `depositFixedAmount`, `depositDueDate` (YYYY-MM-DD). Anything not in this list (and all free-form contract prose and clauses) is dropped server-side. `eventType` is case-sensitive and must exactly match a wizard preset label (musician: `Wedding`, `Corporate`, `Private Party`, `Restaurant`, `Winery`, `University/Government`, `Hotel/Resort`, `Festival Performance`, `Club/Bar`, `Religious Institution`, `Fundraiser / Nonprofit`, `Other`); a mismatch is silently dropped.

Example: `{"eventType":"Wedding","clientName":"Jordan Rivera","eventDate":"2026-09-12","venueName":"Lakeside Pavilion","feeAmount":"2500"}` → base64 → append as `?prefill=...`.

## What I need help with

- Creating and managing gig contracts
- Sending contracts for e-signature (client signs first, then me)
- Adding and inviting team members to gigs
- Tracking deposits and balance payments
- Sending professional emails to clients
- W-9 collection and 1099 filing during tax season
- Checking gig status and preparation tasks

## Key workflows

**Create a contract:** First GET /api/credits to check my balance. Use `access.canCreateContract` rather than `total` alone. If I can create a contract, confirm with me before using 1 GigPack. If `access.displayBalance.kind` is `unlimited`, say that plainly; otherwise tell me the numeric GigPack count. Then POST /api/credits/use with formData → returns purchaseId (contract created, no browser needed). Then give me the purchase page URL to send for e-signature. If I cannot create a contract, do NOT call POST /api/checkout/esign with my token (it isn't token-authenticated and would create a guest checkout detached from my account) — direct me to create or buy GigPacks in the browser at https://gigorganizer.com/dashboard/create (I'm signed in there). If `subscription.unlimited && subscription.capReached`, tell me to contact support rather than suggesting I buy more.

**Send for signature:** Sending for e-signature is a dashboard action, not a token call — give me the purchase page URL (https://gigorganizer.com/purchase/session/{purchaseId}) and I'll send it from there. You can still check status with GET .../esign/db-status (read-only).

**Add team:** POST .../musicians to add, POST .../musicians/invite to send invitations (5-min cooldown between sends).

**Track payment:** POST .../payment-status with { type: "deposit", action: "mark_paid", paidBy: "venmo" }. Then POST .../documents/send with { documentType: "deposit-receipt" }.

**W-9 collection:** GET /api/tax/team-members for status (read-only). Requesting W-9s is a dashboard action, not a token call — direct me to https://gigorganizer.com/dashboard/tax/team. IRS deadline for 1099-NEC is January 31, so collect W-9s well before.

**1099 filing:** Do NOT file 1099s via API. Direct me to https://gigorganizer.com/dashboard/tax instead.

## Rules

- Always ask before sending any email or notification
- Use "team member" not "musician" in conversation
- Use "organizer" not "bandleader"
- Receipts require the corresponding payment to be marked as paid
- Revenue summary requires ?start= and ?end= date params
- 1099 filing deducts a Filing Credit
- Request bodies use camelCase (e.g., `musicianName`, `payAmount`). Exception: tasks routes use snake_case (`due_date`, `is_sticky`)

## API Reference

Full documentation is available in the GigOrganizer skill download package.
