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Intermediate6 min•Setup

Crew Badges and Name Labels

Set up access zones and badge categories, then print an onsite name label for everyone on a job or crew event, on any label printer.

What you'll learn

  • ✓Setting up access zones and badge categories
  • ✓Previewing a badge before anything is printed
  • ✓Giving each person a category, crew number and zones
  • ✓Printing one label or the whole crew, on Brother, Zebra, DYMO or A4 sheets
  • ✓Crew events for events that never went through a quote
  • ✓Importing a crew list from CSV
1

Set up zones and categories

Open Settings, then Badges. Click Add the standard set for six access zones (Stage, FOH, Control, BOH, Load-in, Registration) and two categories, AV Crew and Staff, or add your own. Each category has a colour, the zones it grants by default, and can be the default for staff or for freelancers.

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Pro tip: Every category shows a live badge preview with your logo and colours, so you see the result before printing anything.

2

Choose your label size

In the same tab, pick the label stock your printer uses: 62 × 29 mm and other roll sizes, A4 label sheets, or a custom width and height. This is the company default; each laptop can choose its own when printing, because the printer is attached to it.

3

Open the crew list on a job

On a job, the Badges and labels card lists everyone booked. Each person gets the category for their crew type unless you choose another. Set a crew number, or click Number crew to fill them in, and click a zone to grant or remove it for that person.

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Pro tip: Use category zones puts a person back on their category's defaults, so a later change to the category reaches them too.

4

Preview and print

Click the eye icon to see a person's badge. Click the printer icon for one label, or Print all labels for everyone. In the print window, choose the label size and print a test label first: if it comes out shifted, move it by a millimetre or two and the laptop remembers it.

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Pro tip: Names that will not fit the label at a readable size are flagged before you print, not printed tiny.

5

Events without a job

Some events never go through a quote. Open Crew, then Crew events, and create one with a name, dates and venue. It has the same crew list as a job: add people from your crew or someone new, then number and print.

6

Import a crew list

Click Import CSV with columns name, email, role, category, crew number and zones. People already in your crew are matched by email, then by name; anyone else is added. A preview shows what each row will do, and rows with a problem are listed with the reason before anything is saved.

Next Tutorial

Badge Layouts and the Print File

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