Setting up the specifics of an event can take some time. If you have repeat customers, we provide the option for you to set them up as clients on the Console. This function is purposefully designed to save you time.
To set up a new client, click the Clients tab on the banner at the top of the screen.
All your clients will be listed on the page.
To add a client, click ‘New Client’ and fill in the details.
Several of these details are not compulsory, however, they can be a useful place to store contact information – especially if you have multiple users accessing the same event. To confirm the details, click the blue 'Save' button at the bottom.
You’ll now notice that the client details and contact information has been added to their page.
By adding your repeat customers as clients on the Console, you can add branding to the specific client which will be carried over from event to event – no need to repeat the process each time.
In other words, when you create a new event and associate that event with a client, the branding is automatically included on the event page.
Events associated with the client are now visible on the client page and can be accessed directly from here.
This feature provides a more integrated functionality that is perfect for long-term customer relationships.