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.