Client Management

23 Jun 2020 // 1 minute read

#updates


Clients are now stored in a central place in your account making it much easier to assign a client to an event.

You can store the client's name, title, company, job title, phone number, email, address and notes! All this information is stored as encrypted values in our database using bank level encryption (AES 256). You can also change and update the client's information directly from the event page.

Alongside this, we have added in an option to record marketing preferences. When a client signs a contract we'll ask them if they would like to receive marketing from you. You can also change this manually and add marketing specific notes to their record.


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