All Bookings will need a Contact to be created, the Contact is the person confirming details for the Booking.
Contacts can be part of an Account, for example in corporate Bookings the Contact is an individual who works for that Company or Organization. In other cases, Contacts won't be attached to an account for example for a Wedding Booking.
When a Booking has multiple Contacts, a Primary Contact must be selected and this will be the contact pulled into your documents.
How to Use Contacts
Locate Contacts by clicking Contacts on the left-hand sidebar.
Add a Contact
Like many things in Event Temple, you can add a Contact in multiple ways. Below, a Contact is being added from the Contact page.
Click on Contact in the left-hand sidebar
Click New Contact
Enter the Contact Name and any other information available
Select an Account if applicable*
Click Save
*If linking a Contact to an Account, you can then copy the Email, Phone Number & Address from the Account to the New Contact.
Edit a Contact
Click on Contacts in the left-hand sidebar
Search for the Contact
Select the Contact name
To edit a contact, click on the area of the Contact you’d like to edit. The relevant pop-up will appear, whether it be a text box, checkmark etc.
Select the tick to Save or X to cancel without Saving
Delete a Contact
Be careful, this action is irreversible!
From the Contact
Click on the Actions drop list on the right-hand side
Select Delete
Confirm you want to delete the Contact
From the Contact List
Click the dropdown arrow on the right-hand side of the contact
Select Delete
Confirm you want to delete the Contact
Delete multiple Contacts From the Contact List
Select the checkbox on the left of the Contact (or Contacts, if you'd like to delete several at once)
Select batch action
Select Delete
Click Apply
Confirm you want to delete the Contact/s
Contact Summary Page
The Contact Summary page shows all information associated to the Contact. Each section is broken down below.
Contact Info
First Name | Required to create a contact |
Last Name | Required to create a contact |
Optional contact information, also a merge field. | |
Phone Number | Optional contact information, also a merge field. |
Job Title | Optional contact information, also a merge field. |
Address | Optional contact information, also a merge field. |
Account
Account
| If the contact is linked to an account the information for the account will be able to: Link, Create or Update from this section. |
Other Fields
Additional information based on the Contact Custom Fields
Notes sub-tab
Any internal notes related to the Contact
Emails sub-tab
All Emails the Contact is linked to
Bookings sub-tab
All Bookings the Contact is linked to
Tasks sub-tab
All Tasks the Contact is linked to
Attachments sub-tab
Any attachments related to the Contact
Important Considerations about Contacts
Only the Contact name and last name are compulsory when adding a Contact.
An email address can only be used once - multiple Contacts cannot have the same email. If you attempt to add a duplicate Contact with the same email, a notification will appear advising "Email has already been taken".
Training Video