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Accounts And Contacts

In Event Temple, Accounts and Contacts are used to organize your client data based on the type of relationship you have with them.

Updated over 3 weeks ago

What is an Account?

An Account typically represents a company or organization that you work with.
Use an Account when:

  • You're working with a business that hosts recurring or multiple events.

  • You want to group related Contacts and Bookings under one umbrella.

📌 Example: A company books their holiday party with you every year. You'll want to create an Account for the company and associate their team members (Contacts) with it.


What is a Contact?

A Contact is the individual you're communicating with—whether or not they’re associated with an Account.

Use a Contact without an Account when:

  • You're dealing with individuals (e.g. weddings, birthdays).

  • The same person is your primary point of contact across different Bookings.

📌 Example: You're hosting someone's wedding. Even if they return for future events, all their information can live under their Contact profile—no Account needed.


Key Takeaways

  • Accounts = Companies/Organizations.

  • Contacts = Individuals.

  • Contacts can exist on their own or be linked to an Account.

  • Accounts help organize multi-contact, recurring clients. Contacts work well for one-on-one relationships.

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