Set up a new production with the setup wizard
The Full setup wizard walks you from a blank slate to a launched show in six steps: basics, dates, departments, roles, team, review. Everything it asks for can be changed later, so do not agonize.
Start a new production
On the Productions page, click the + button and choose Full setup. The wizard opens full-screen. (If you only have a title so far, Quick add creates a draft from just a show name and an optional opening date, and drops you straight into the production.) Only admins and producers see these options.
Name your show
On Production basics, enter the title. That is the only field the wizard insists on before you can continue. Add the venue and season if you know them, and pick a color, which becomes the show's badge on the calendar and dashboard. Click Continue.
Add key dates and your rehearsal pattern
On Key dates, set first rehearsal, tech week start, opening night, and closing. Any of these can wait, but dates you add now power the dashboard countdown and calendar. Below, tap the weekdays you typically rehearse and set typical start and end times; these pre-fill call times on rehearsal reports and can be overridden per day.
Choose your departments
On Departments, tap the cards to turn areas on or off. Director / Production and Stage Management are always on. Each enabled department becomes a note section in your rehearsal reports and a team bucket on the Cast & Crew board. You can change all of this later from the production's Settings tab; see departments.
Upload the script to auto-fill your cast (optional)
On Roles & characters, drag a PDF of your script into the upload box, or click Upload script & auto-fill. With Auto-fill cast from this script checked (it is on by default), the AI reads the script and drops the characters into your roles list, usually within a minute or two, even if you have moved on to the next step. Untick the box to opt out: the file still uploads and becomes the production's default script, and you can run the AI read later from the Script tab. See AI script analysis.
Add roles by hand or in bulk
Still on the Roles step, add or edit rows: character name, an optional actor (start typing to pick from your organization), and a type (Principal, Supporting, Ensemble, Dance Core, or Swing/Cover). To import several at once, open Paste a cast list to import several at once and paste one role per line as Character, Actor, Type.
Invite your team
On Invite your team, add stage management, creatives, and crew by name, picking existing members from the autocomplete, and choose a role for each row. The Quick add by role buttons add a pre-labeled row (Stage Manager, Lighting Designer, and so on), and the bulk box accepts pasted Name, Email, Role lines. Permissions follow the role you pick.
Review and launch
On Review & launch, check each card (click Edit to jump back to any step), then click Launch production. If anyone you named is not in your organization yet, a prompt asks for their email so they can be invited; leave a row blank to skip that person. The launch screen confirms your roles, team, and departments, and anyone who could not be added is listed so nothing fails silently.