Customers are individuals connected to your events, such as attendees or client contacts.
By adding customers to your workspace, you can manage their details and assign them to events, tasks, and run sheets.
Where to Find Customers
You can find Customers under the “People” section in the left sidebar.
From here, you will see:
A list of all customers that have been added to your workspace
Creating a New Customer
You can add new customers to your workspace at any time.
To Create a Customer:
Go to People > Customers
Click “Create Customer”
Enter the required details:
First name
Last name
Email
Add optional details:
Tags
Click “Create Customer”
Once created, the customer will be invited to your workspace.
What Happens After Creating a Customer?
The customer will receive an invitation via email.
If the customer is new to Circolo:
They will receive a temporary password
They can log in and set up their account
If the customer already has a Circolo account:
They will be automatically added to your workspace
Viewing and Managing Customers
Once added, customers will appear in the Customers list.
You can:
View all customers connected to your workspace
Keep track of all event-related contacts in one place
Keeping Your Customers Organised
Adding customers to your workspace ensures all contact information is centralised and easy to manage.
By keeping your customer list updated, you can:
Maintain clear visibility of attendees or clients
Quickly assign customers to events
Keep your event planning organised and efficient