Managing Contact Info in the Event Details Tab
Add and manage client and professional contact information for your events
Summary
The Contact Info section in the event’s Details tab allows you to store and manage both client and professional contact details. You can add, edit, remove, and reuse contacts to keep your event communications organized and efficient. This includes clickable email icons for fast copying, and shared contact details across events for professionals.
Instructions
Open any event and go to the Details tab to access the Contact Info section at the top.
To add a client contact:
Click the Add Client button.
Fill out the pop-up form with their name, email, phone number, role, and any notes.
Click Add to save. The client will appear in the Contact Info section.
Use the mail icon next to their name to copy their email to your clipboard.
To edit client info, click the pencil icon and update their details.
To delete the client from the event, click the trashcan icon and confirm.
To add a professional contact:
Click Add Contact.
Search for an existing contact. If none exists, click the Add Contact link.
Fill out their name, email, phone, role, company, URL, and notes (e.g. planner, photographer).
Click Add to save. You can now reuse this contact across events.
Click the mail icon to copy their email address.
To edit a professional contact, click the pencil icon. Note: changes apply to all events using that contact.
To remove a professional contact from the current event, click the trashcan icon and confirm. The contact remains saved for future use.