Manage clients

The Clients tab stores reusable people your business serves. It manages their shared contact information. A client's role and signer status belong to a particular event, so changing a Core Data client does not change those event-specific choices.

Add a client

1. From Core Data, open Clients and select Add Client.

2. Enter the shared name, email, phone, address, notes, and optional company.

3. Select Add to save the reusable client record.

Use Companies to maintain the organization separately. For example, two clients can be linked to the same company while retaining their own email addresses, phone numbers, and notes.

Update shared details

Use search and the table columns to find the client record you need. Open the Events count to review where the client is used, then select the edit icon to update the shared contact information. A change here updates the saved client information, not the client's role on each event.

Client roles and contract signers are assigned from the event's Contacts & Locations section. Use Manage clients, signers, and professional contacts for that event-specific work. For example, make someone a signer for one event from the event page rather than assuming that a Core Data change affects every contract.

Accounting availability

Eligible workspaces using Accounting Review can offer a QuickBooks customer-link step after creating a client. It is optional advanced accounting setup. Do not create or change a QuickBooks link unless your accounting process calls for it. See Accounting for the related setup.