Managing Event Contacts

In the portal, you can add 3 different types of contacts

  1. Client – they can receive invoices and will be able to view any permissioned item in the portal

  2. Contact – they can view any permissioned item in the portal

  3. Employee – they can view all details in the portal

💡Pro Tip: make sure your employees have the right access, check out Add an Employee to Your Account to ensure your employee has the right access roles assigned.

What is a permissioned item?

A permissioned item is

  • An assigned To-Do

  • A shared document

  • A message with that individual included

Adding a New Contact

To add a new contact to the portal

  1. Click on Contacts in the portal home screen

  2. Click Manage Contacts

  3. To add a client, choose Add Client

  4. To add a business or person to the event, choose Add Contact

  5. To add an employee, choose Manage Employees


Removing a Contact or Client

To remove a Contact or Client from the event

  1. Click on Contacts in the portal home screen

  2. Click Manage Contacts

3. Next to the contact, click the Options button (icon shown above) and choose Remove.

ℹī¸ Note: if you only have one client, add another client first before trying to remove them.


Managing Your Event Team

Your event team are those in your business who will be interacting with your client and/or vendors or need access to the portal information.

To add or remove employees from your event team

  1. Click on Contacts in the portal home screen

  2. Click Manage Contacts

  3. Choose Manage Employees

To add an employee

Check the check box under Has Access to Portal

To remove an employee

Uncheck the check box under Has Access to Portal

I handle all of the communication with my client myself, I just need to schedule my employees

To learn more about our Employee Scheduling Add-On, see Getting Started with Employee Scheduling. Your scheduled employees will automatically get access to the scheduling detail report with key information about the event.

Business growing & need to add more employees?

Add more employees to your account


Convert a Contact to a Client

To convert a contact to a client

  1. Click on Contacts in the portal home screen

  2. Click Manage Contacts

3. Next to the contact, click the Options button and choose Convert to Client


Resend an Event Link

If you need to resend an event link to a contact on the event

  1. Click on Contacts in the portal home screen

  2. Click Manage Contacts

3. For a client, click the Options button (icon shown above) and choose Email Event Link

4. For a contact, click the Options button (icon shown above) and choose Resend Event Link

Did this answer your question?