Create a New Package

A package is a selection of talents you put together to share with a client, for example a shortlist for a spring lookbook. The client gets a link to view the talents and can mark each one Yes or No.

Step 1: Create the package

1. Click Packages in the left sidebar.
2. Click New package.
3. Fill in the details:
   • Name: for example "Spring lookbook". This is required.
   • Customer: the client this package is for (optional).
   • Tags and Notes (optional). Notes are for your team only.
4. Click Save & Add Talents.

The package is created and its edit page opens.

Step 2: Add talents

1. Click Add talent.
2. Pick the talents you want to include.
3. Click Save changes.

To take a talent out of the package, click the remove button next to their name.

Step 3: Email the package to your client

1. On the package edit page, click Save & email.
2. Choose the Client and the Contacts to send it to.
3. Check the Subject and add an optional Personal message.
4. Click Send email.

Not ready to send yet? Click Skip for now and email it later using the Email button on the package.

Contacts come from the client's Contacts tab. See Add a Contact to a Client.

See your client's response

Your client opens the package from the link in the email and can mark each talent Yes or No. Open the package from the Packages page to see their responses next to each talent.