Summary
This article explains how to manage client and professional contact information, add notes, and upload photos to an event. All actions are performed within the Details tab of the event.
Instructions
Adding and Managing Clients
Add a Client:
Click the Add Client button.
Fill out the client’s name and contact information.
Click Add to save the client.
Edit Client Information:
Locate the client in the list.
Click the pencil icon next to their name.
Update the necessary details and click Save.
Quickly Copy a Client’s Email:
Click the Copy Email button next to the client’s information.
View Client Details:
Hover over the information icon to quickly see their details.
Adding and Managing Professional Contacts
Add a Professional Contact:
Click the Add Contact button.
Use the dropdown to select a contact from your personal database.
Click Add to associate the contact with the event.
Add a New Contact to the Database:
If the contact isn’t in the dropdown, type their name to search.
Click the Add Contact button in the search results.
Fill out their name, contact details, and any other relevant information.
Save the contact. They will now appear in your database for future use.
Delete a Contact:
Click the trashcan icon next to the contact’s name.
Confirm the deletion when prompted.
Adding Notes to an Event
Navigate to the Notes section in the Details tab.
Click the notes area to start typing your note.
When finished, either:
Click outside the box to save the note automatically.
Or click Stop Editing to save the note.
To edit a note, click on it again and make your changes.
Adding a Photo to an Event
Click the circular placeholder (or existing photo) in the Details tab where the event photo appears.
In the dialog that opens, choose one of the following:
Drag and Drop an image from your computer or the web.
Browse Files on your computer to upload an image.
Select an image from your Image Library.
Crop the photo as needed.
Click Submit to save the photo.
The photo will appear on the event’s summary card.