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How do I make a Booking Contact a Primary Contact?
How do I make a Booking Contact a Primary Contact?
Updated over 3 months ago

Related Questions:

  • Designate a primary contact for a booking

  • Make a contact primary

Procedure:

  1. From the Booking Summary

  2. Scroll to Contacts on the left-hand side of the Booking

  3. Hover over the contact you wish to make the primary

  4. Once complete, select Set Primary next to the name you wish to set as the primary contact.

Additional Information

The Primary Contacts information will be pulled into Invoice fields & also Documents, using Client merge fields.

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