How holds and confirms work
Holds let multiple agents request the same date without stepping on each other. Here's the full hold-promote-confirm lifecycle.
When a buyer reaches out about a date, the calendar holds that date at a tier (H1–H5). H1 is the strongest claim; H5 is the weakest. Multiple holds can stack on the same date.
Hold tiers
- H1 — Top priority. Right of first refusal on the room.
- H2 — Second in line if H1 releases.
- H3–H5 — Lower priority, usually used for soft inquiries.
Use H4/H5 for tentative agency inquiries that haven't even pitched the artist yet — saves H1–H3 for real offers.
Promoting a hold
If the H1 releases the date, all lower holds automatically promote by one tier. H2 becomes the new H1, H3 becomes H2, and so on. This is the default behavior — toggle it off under Settings → Organization → Calendar → Auto promote hold levels.
Locking in a confirm
When the deal closes, click the hold on the calendar and choose Confirm. This converts the hold into a Confirmed status. Other holds on the same date are notified and dropped to the next-available tier (or canceled if you choose).
Confirms automatically generate a draft contract from your org template. Find it under the event's Files tab.
Auto-promote rules
By default, when a held date frees up, lower-tier holds move up automatically. You can disable this in org settings if your workflow requires manual promotion.