Summary:
Add images, notes, contact info associated with the event. Clients cannot see this information, only you and the team!
Instructions:
From within an event, go to the Details tab.
Click on the Event Details Road to expand it.
To add a photo of your client:
Click the Upload Photo button in a green box that appears gray and dashed.
Drag and drop an image from your files or from the web into the gray dotted box.
Crop the image if necessary.
Click "Add" when you're ready.
To add notes about the event:
Click the pencil icon next to event notes.
Edit and add a note in the text field.
Both the image and event notes are only visible to you and the team, not the client.
Next, click on the client's row to expand it.
Click the add client button to add the contact info for a client.
You can add multiple clients.
The first client added will be listed as the signer on the contract by default, but this can be changed.
If the signer of the contract should be someone else, proceed accordingly.
Lastly, click on the event contacts row to expand it.
Click the add contact button.
Create your own personal database of event professionals you work with (e.g., coordinators or photographers).
When you click in the search bar for the first time, you'll be prompted to add a contact with a link.
Once the contact is added, you can search for them in the future and pull them into your events.