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How to create Media Schedules

Media Schedules are the foundation for managing planned spots or insertions. They capture client details, dates, and mediums, and serve as the basis for bookings, invoicing, and reporting.

Steps to Create a Media Schedule

  1. Go to NAVIGATION BAR > MEDIA > Media Schedules.

  2. Select New Media Schedule.

  3. Enter the required details in the schedule header:

    • Client: Select the client code.

    • Media Type: Choose if the schedule is for one type of media (optional).

    • Product: Select a client product if applicable.

    • Description: Enter a clear description of the schedule.

    • Start Date and End Date: Define the campaign timeframe.

    • Service Fee %: Override the default if necessary.

    • Rebate Commission %: Override the default if necessary.

    • Media Manager: Assign the client media manager.

  4. Click Save. A system-generated Schedule Number will be assigned.

  5. Select Add Mediums to begin building out the schedule.

  6. For each Medium:

    • Select the Medium Name.

    • Click OK to add it to the schedule.

    • Enter the placement details for the Medium (these vary depending on Broadcast, Non-Broadcast, or Online Media — covered in upcoming articles).

Key Concepts

    • Header vs. Mediums: The header defines overall schedule details, while Mediums hold the placements.

    • Flexibility: Service fees and commissions can be overridden per schedule.

    • System-Assigned Numbers: Each schedule receives a unique number for tracking and invoicing.

    • Foundation for Lifecycle: Bookings, invoices, and reports all originate from the schedule.

Why It Matters

Media Schedules serve as the starting point for all media activity. A clear and accurate schedule ensures downstream bookings, invoicing, and reporting flow correctly.