Quickstart - What Is PencilCase

Quickstart - Who is it for?

Quickstart - The Pencil System

Quickstart - Scheduling in PencilCase

Quickstart - Challenges and pencil order

Quickstart - How blocks appear to studios and freelancers

Quickstart - Freelancer Quick Start

Quickstart - Freelancer Scheduling Calendar

Quickstart - Studio Quick Start

Quickstart - Studio Booking Dashboard

Quickstart - Booking Etiquette & Best Practice

Booking Etiquette & Best Practice

This guide outlines the professional standards that keep PencilCase fair, transparent and easy to use for everyone.

Whether you are a freelancer or a studio, following these best practices ensures smooth communication, reliable bookings and mutual respect across the creative network.

👩‍🎨 For Freelancers

🗓️ Keep your calendar accurate

  • Update your availability regularly.
  • Release blocks or pencils you no longer need.
  • Keep your schedule clear so studios can plan confidently.

⚡ Respond quickly to pencils and challenges

  • Reply as soon as possible, even with a short update.
  • Fast responses keep projects moving.
  • Consistent communication builds trust and reliability.

🎯 Manage holds responsibly

  • Release 2nd pencils once you accept a 1st pencil.
  • Keep your calendar reflective of real commitments.

🚫 Use Do Not Disturb (DND) honestly

  • Only enable DND for genuine downtime.
  • Do not use it to hide availability.
  • Transparency keeps scheduling fair.
  • Avoid holding multiple jobs across the same dates.

💬 Stay professional in tone

  • Keep messages polite, concise and clear.
  • Confirm details explicitly to avoid misunderstandings.
  • Treat all communication as part of your professional reputation.

🏢 For Studios

🎬 Avoid unnecessary pencils

  • Only pencil talent you are seriously considering.
  • Avoid blocking freelancers pre-emptively.
  • Reduces clutter and improves overall scheduling accuracy.

🔓 Release unused holds quickly

  • Free up time slots when plans change.
  • Helps freelancers find replacement work.
  • Builds trust and strengthens relationships.

✅ Confirm only when internally cleared

  • Ensure approvals are final before confirming.
  • Avoid pulling back after confirmation.
  • Keeps relationships smooth and predictable.

🤝 Respect freelancer boundaries

  • Honour DND settings and time zones.
  • Respect working hours and agreed terms.
  • Avoid overbooking or pressuring freelancers.

💬 Communication & Etiquette

⚔️ Challenge politely

  • Provide context when challenging a hold.
  • Explain urgency and timelines clearly.
  • Be respectful, collaboration matters.

❗ Handle cancellations transparently

  • Notify the other party immediately when plans change.
  • Do not silently drop holds.
  • Fast updates keep the whole system accurate.

🧭 Quick summary

  • Keep calendars current and visible.
  • Communicate clearly and promptly.
  • Release unused holds and respect confirmations.
  • Maintain transparency and a professional tone.
✨ By following these shared principles, PencilCase remains an ecosystem built on clarity, trust and respect, the foundation the creative industry relies on.