The Customers feature allows you to assign customers from your workspace to specific events.
This ensures all attendees or client contacts related to the event are clearly linked and easy to manage.
Where to Find Customers
You can find the Customers section near the bottom of the event dashboard.
This section displays all customers currently assigned to the event.
Adding Customers to an Event
You can add customers to an event once they have been invited to your workspace.
To Add Customers:
Click “Update Event Customers”
Select the customers you want to add from the list
Click “Update Customers”
Once added:
The selected customers will be assigned to the event
They will be displayed in the Customers section on the event dashboard
Using Customers Across Your Event
Once customers are added to an event, they can be used across other features.
You can:
Assign customers to tasks
Link customers to run sheet items
This helps ensure customers are properly integrated into your event planning and execution.
Keeping Your Customers Organised
Adding customers to your event ensures all relevant contacts are clearly visible and easy to manage.
By keeping your customer list updated, you can:
Maintain clear visibility of attendees or clients
Ensure all key contacts are accounted for
Keep your event running smoothly