Sending Briefs

Create briefs, send to clients, and manage talent PDFs.

This guide covers how to create briefs, send them to clients, and manage talent PDF downloads.

Creating a Brief

  1. Go to the Talents list page
  2. Select talents using bulk mode or selection mode
  3. Click Add to Selection
  4. Fill in the brief details (title, client, booker, rates)
  5. Click Create Brief & Selection

Sending to Client

  1. Open the brief detail page
  2. Click Send to client in the top action bar
  3. The client receives an email with a secure public link
  4. The client can view talent cards and submit their response

Downloading Talent PDFs from Public Briefs

Clients and bookers can download printable PDFs for any talent:

  • ×1: One photo per page, full-size WebP image
  • ×4: Four photos per page in a 2×2 grid

Each page includes the agency logo, talent name, and key measurements.

Editing a Brief

Use the Edit Brief button to modify brief details inline without leaving the page.

Adding Contacts to a Brief

Search and add contacts or companies to keep stakeholders informed.

Archiving and Deleting

  • Archive: Close an event while keeping records accessible
  • Delete: Permanently remove a brief (files are queued for deletion after 30 days)