Before delivering call sheets, it's best practice to preview and send yourself a test before showing it to clients or your crew. Keep in mind that if you are on the Free plan, you can only send yourself a test, no one else on the call sheet. Here's how to do that:
On the Recipients page, locate yourself on the page and click Send. In the pop-up, just click Send.
Can I send myself a test call sheet or download the PDF on the Free plan?
Are you looking to proof a version of the call sheet? Currently, you can send yourself a test call sheet if you are on the Free plan. However, if you're looking to download the PDF call sheet, you must be subscribed to the Indie plan (or above).
What's Next?
Great, so after you've sent yourself a test call sheet, here's what to do next:
First, share the call sheet to finalize the call sheet and grab approval from clients
After you've battle-tested the call sheet, it's time to deliver the call sheet to talent and crew
Finally, keep track of the call sheet status (e.g. when talent views the call sheet, or confirms their call time)