Getting Started with On Book Pro

Your first project in 5 minutes.

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Welcome!

On Book Pro helps you manage theatrical productions with:

• ✅ Real-time collaboration
• ✅ Offline support
• ✅ Professional print outputs
• ✅ AI-powered script analysis
• ✅ Role-based workspaces for every team member

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Step 1: Create Your Project

Option A: Start Fresh

1. Open On Book Pro
2. Click "+ New Project"
3. Name your production
4. Click "Create"

Option B: Import a Script

Skip manual setup—let AI build your structure:

1. Click "+ New Project"
2. Name your production
3. Click "File Management" → "Import Script (PDF)"
4. Upload your script
5. Wait for AI analysis to complete

See the full Script Import Guide for details.

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Step 2: Navigate Your Workspace

On Book Pro uses a workspace-based navigation system that shows you the tools most relevant to your role.

Understanding the Sidebar

When you enter your project, you'll see the Workspace Sidebar on the left:

Element	Description
Workspace Selector	Click to switch between role-focused views
Primary Tools	Tools prioritized for your current workspace
Collapse Button	Shrink sidebar to icon-only mode

Available Workspaces

Workspace	Primary Tools	Best For
Stage Management	Run Sheet, Blocking, Notes, Scheduler, Personnel	Stage Managers
Director	Show Structure, Blocking, Scheduler, Notes	Directors
Costumes	Costumes, Personnel, Budget, Files	Costume Designers
Props	Props, Budget, Files, Run Sheet	Props Masters
Sound	Sound, Run Sheet, Files, Scheduler	Sound Designers
Production Manager	Production, Budget, Personnel, Scheduler	PMs and Producers
Cast Member	Calendar, Blocking View, Show Structure	Actors and Performers
All Tools	Everything you have access to	Power users

Switching Workspaces

1. Click the Workspace Selector button at the top of the sidebar (shows your current workspace icon)
2. Choose a new workspace from the modal
3. The sidebar updates to show tools for that workspace

emoji_objects Tip: Your workspace choice is saved automatically—it will persist across sessions and devices!

Keyboard Shortcuts

Speed up your workflow with these shortcuts:

Shortcut	Action
Ctrl + 1	Open Feed
Ctrl + 2-9	Jump to tools 2-9 in sidebar
Ctrl + Space	Open Workspace Selector
Ctrl + B	Collapse/expand sidebar
Ctrl + Z	Undo (in current tool)
Ctrl + Shift + Z	Redo (in current tool)

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Step 3: Set Up Your Show

Add Acts and Scenes

If you didn't import a script:

1. Go to Show Structure
2. Click "+ Add Act"
3. Within each act, click "+ Add Scene"
4. Name each scene

Add Characters

1. Go to Show Structure → Characters
2. Click "+ Add Character"
3. Enter the character name
4. Optionally assign them to specific scenes

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Step 4: Invite Your Team

Share your project with collaborators:

1. Open the Admin Portal (gear icon in header, if you have permissions)
2. Navigate to Members
3. Click "Generate Invite Link"
4. Copy the link and send it to your team
5. They'll be able to view and edit in real-time

Role-Based Permissions

Each team member can be assigned a role that controls their access:

Role	Capabilities
Owner	Full control, can delete project
Stage Manager	Full editing access to all tools
Designer	Access to specific department tools
Actor	View schedule, update own profile
Crew	View access, limited editing

See the Admin Portal Guide for details.

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Step 5: Explore Features

Essential Features to Try

1. Rehearsal Scheduler — Plan your calendar
   Scheduler Guide

2. Personnel Directory — Manage cast and crew contacts
   Personnel Guide

3. Set Builder — Design your stage layouts
   Features Overview

4. Blocking Tracker — Capture movement paths
   Blocking Guide

5. Costumes Module — Track measurements and costume pieces
   Costumes Guide

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Step 6: Work Offline

On Book Pro works without internet:

1. Install as a PWA:

   • Desktop: Click the install icon in your browser's address bar
   • Mobile: Tap "Add to Home Screen"

2. Open the app even when offline

3. Make changes as usual

4. Sync happens automatically when you reconnect

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Tips for New Users

Tip: Import early — If you have a script, AI import saves hours of setup

Tip: Choose your workspace — Select a workspace that matches your role for a focused experience

Tip: Learn the shortcuts — Ctrl+1-9 lets you jump between tools instantly

Tip: Invite collaborators — Real-time sync means everyone sees updates instantly

Tip: Print often — Generate professional PDFs for your binder

Tip: Use the glossary — Unfamiliar terms? Check the Glossary

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Need Help?

• Troubleshooting — Common issues
• All Features — Detailed guides
• Support — Contact us

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Video Tutorial

Watch: Your First Project in 5 Minutes (Coming soon)

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Ready to dive deeper? Explore the Feature Guides.