A roster lets one Account manage work for other Accounts. The most common setup is a booking agency and its artists — each artist keeps their own Account, while the agency sees shared calendars, creates events and bookings for them, and settles commissions in one place. The same pattern works for a venue group and its venues.

Without a roster, every Account is an island. With one, you keep separate Settings per member — so each artist or venue still owns their templates, tax, and defaults — but you can filter across the whole roster, tag work as for a member, and control what each side can see.

The roster owner holds the roster (the agency, or the venue group). A roster member is an Account on that roster (each artist, or each venue). Add members, pick calendar colors, put them in groups, and set permissions both ways. Members manage the relationship from Rosters I'm In — so they can see who they are on, and what that owner is allowed to do.

When you create as the owner, tag work as for a member with Event for on events, On behalf of (booking for) on bookings, and the same idea on tours. Your Account still owns the row. That drives restricted-member visibility, default documents for that member, and location or timezone prefill on new events from the member's General settings — so a Sydney artist does not inherit the agency office timezone by accident. Address and timezone toggles, and saving venues from Location search, are in Venues and event locations.

You can change who a booking is for later — default documents for the previous member are cleaned up and re-resolved for the new one, so the offer does not keep the wrong artist's paperwork.

When you book with a Connected (or shared) agency contact that has a roster, open their Roster tab on the contact to see who they manage. On the booking, On behalf of can expand so you pick the artist (or other member) from that agency's roster, add them to your contacts if needed, or type a name only. You still know who the booking is actually for, even when the agency is the contact you deal with.

Organize members into roster groups (genre, territory, brand, and so on). A member can sit in more than one group. Each member also has a calendar color so their work is easy to spot when several artists or venues share one calendar.

You can invite someone who is not on your roster yet. Open Roster → Add and choose Invite. Search a contact, or enter a name and email, then Send invite. A band member or bass player uses that person's name. A DJ, venue, or similar account also asks for the account's own name, such as a stage name or venue name.

They show as Invited on Roster → Members until they join. An invite is not a roster member yet. It does not count toward your plan, and it does not put them on your calendar.

They get an email with a link. If they already have an Account, they Join or Decline. If they create an Account from that email, they join automatically when they finish setup. Existing users who only sign in do not join until they open the invite and choose Join.

If they have not joined yet, you can Resend invite (same email, same links) or Cancel invite from the member row. Resend only sends the email again.

You can add roster members on any plan. A new roster member starts Active.

Active means a Connected account can see them, and can add them as split payment members. Inactive keeps them on Roster and hides them from that contact and from saved split defaults. Split payments already on a booking stay as they are.

Free includes 0 roster members on the shared calendar. That does not stop a roster member from being Active. Event for, On behalf of, and that roster member's dates on your calendar stay on a paid plan. On Free they still show in the calendar sidebar, muted, until you upgrade.

Pro includes 5. Premium includes 20. Marking one more Active past that adds an extra member. You can still add roster members past that number. They stay Inactive until you mark one Inactive or add extra members.

When you upgrade, the invoice is the plan plus any Active roster members beyond what the new plan includes. Mark roster members Inactive on Roster first if you want fewer on the bill. Roster members who are already Active stay Active.

A move down between paid plans marks the overflow Inactive. Cancelling back to Free leaves them Active. The shared calendar stops.

Removing a roster member clears work that was tagged for them.

When a member has their own roster (for example venues under an artist or brand), and you have full access to that member, those nested Accounts can appear indented under the member in your roster filter — without adding each venue twice. You can check nested rows on their own. This is one level deep, so the filter stays readable instead of unfolding an entire tree.

Set a default commission on each membership (percentage or fixed amount). That feeds commission and roster settlements when you settle bookings involving that member, so you are not re-entering the same split on every offer. You can still override commission on a specific booking when needed.

Owners and members each control access to events, bookings, settlements, invoices, and more. Full access opens more shared work; restricted access keeps the member limited mainly to work created for them. Seeing a settlement and approving it are separate: Settlements can be view-only, while Approve and Pre-approve need Settlements set to full. Contact sharing can run both ways. Each side decides what the other can see, rather than everything becoming fully shared the moment someone joins a roster.

Edit permissions is between you and the member. If another Account also has this member on their roster, Share with other teams is a separate item on the member menu — it lets you choose what they can see of work you create for that member. See Share work with other teams.

Roster owners can mark days or times as unavailable on a member's calendar when the member allows it. On Rosters I'm In (member side), that's Let this owner mark me unavailable. With full access and no explicit choice, marking unavailability stays allowed. Members can always mark unavailability on their own Account.

From the calendar, open a day's Availability / ⋯ menu — with a roster you'll see Roster Availability, then pick a member or use Bulk Edit. Those blocks show on the member's shared calendar as Unavailable, and Connected accounts treat them as busy when booking that Account. That stops a Connected venue offering a date the artist already blocked.

Use the roster filter on calendar, events, bookings, tours, and payments to show your Account, selected members (and nested venues), or the whole roster. One filter, the same idea everywhere you look at work.

If another Account has shared their work for a member with you, those rows follow the same roster filter. Unchecking the member hides them on calendar and lists.

A member can optionally store new events and bookings on the owner's Account (with permission). Registries (types, statuses, labels, schedule item types) follow the owner only — so the group's event types stay consistent. Libraries (templates, documents, saved messages) can still offer both Accounts. See When roster work is created on another Account.

Do members need their own Account? Yes — each member is a separate Account with its own Settings and templates. That is what keeps an artist's defaults from mixing with the agency's.

Can one Account be on more than one roster? Yes — for example an artist who works with more than one agency. Each owner still only sees the work they create, unless you use Share with other teams.

What's the difference between Edit permissions and Share with other teams? Edit permissions is between you and the member. Share with other teams is for another Account that also has this member — see Share work with other teams.

Why can I see a member's settlements but not Approve? The roster filter can show that member's settlements while Edit permissions → Settlements is still view-only. Open the member on Rosters, then Edit permissions, and set Settlements to full. Or switch into the member's Account if you already belong to it.

Inactive vs removed? Inactive hides that roster member from Connected accounts and from the shared calendar. They stay on Roster. Removed ends the relationship and clears work tagged for them.

Does an invite count toward the plan? No. An invite is not a roster member yet. When they join, they start Active. On a paid plan, if Active roster members are already at the included number, they join Inactive unless you add an extra member.