Package Delivery

Package delivery turns a prepared package into a client-facing presentation. Delivery is split into publishing and email sending so your team can create a shareable link before deciding when to contact the client.

Publish

Publishing creates the client-facing package link. A draft package can be published from the Packages module or from the linked package action menu on the Booking Board.

Publishing does not send email. Use it when you want to review or prepare the public link before sending it to the client.

Send

Sending opens the package email composer. The composer uses the package contact email when one is available, then lets you confirm the recipient, subject, message, and feedback setting before sending.

You can send:

• A draft package
• A published package

When sending succeeds, the package moves to Sent and the package activity records the delivery.

Resend

After a package has been sent or returned, the package action menu changes to Resend Package. Resend uses the same composer, preserving the prior recipient when available, so you can send the package again without rebuilding the email.

Booking Board Delivery

When a package is linked to a booking event, you can publish, send, or resend it from the Booking Board sidebar. This keeps the booking workflow moving without requiring a detour to the Packages module.

The Booking Board uses the same server-side package actions as the Packages module. That means package permissions, archived-package protections, package status changes, and activity logging stay consistent no matter where the action starts.

Delivery Checklist

Before sending, confirm:

• The package contains the intended talent
• The recipient is correct
• The subject and message are client-ready
• Feedback is enabled or disabled as intended
• The package is not archived

Related

• Packages - Package overview and status model
• Roles & Permissions - Review who can manage and send packages