When adding a new event, you'll have the option to, either select an existing customer from among your customer files or to add a new customer upon creating the event.
Click on "Create New" to add a new event.
Select a customer from the customer dropdown menu.
Or add a new one by clicking on "Add as New Contact".
Then add the customer information and click on "Continue" to enter the event with your newly added customer.
You may also manage your customers and vendors inside your proposal!
On the proposal, click on "People & Vendors" from the main menu on the left side.
You'll notice that your main customer is already added there!
You may always add more people to your proposal by clicking on the plus icon on the top right.
That will pull a new contact file. If you hover over it, you'll be able to click on "Edit Contact" to start adding their relevant information.
Enter the label of the contact. That is whatever role that person plays in the event. It could be the groom, someone related to the bride, or a vendor, in which case you may add what type of vendor (wholesaler, planner, band, chef, photograph, etc.).
Enter the contact name. The dropdown menu will give you the option to either enter one of your already existing contacts or create a new one.
Enter the other required data, if not included already in the customer file. You may choose to hide it from the proposal view via the eye icon next to each field.
