Purpose of Contacts
Every Booking must have a Contact — the individual responsible for confirming the booking’s details.
Contacts can belong to an Account (e.g., a company or organization) but can also exist independently (e.g., for weddings or private events).
Each booking can have multiple contacts, but one must be marked as the Primary Contact — this is the one automatically pulled into Documents, Proposals, and Invoices.
How to Add a Contact
Go to Contacts from the left sidebar.
Click New Contact.
Enter:
First Name (required)
Last Name (required)
Optional details: Email, Phone, Job Title, Address.
Select an Account if the contact is part of an organization.
You can copy the Account’s email, phone, and address to the contact.
Click Save.
How to Edit a Contact
From the Contacts list:
Click Contacts in the sidebar.
Find the Contact you want to edit
Select the triangle drop-down and select 'Edit'
Once you have completed your edits, click 'Save'
From the Contacts page:
Go to Contacts.
Search and select the contact.
Click any editable field (e.g., phone, email, account).
Make changes and click the ✓ icon to save (or X to cancel).
How to Delete a Contact
⚠️ Deleting Contacts is irreversible. Deleted Contacts cannot be retrieved. This is a permanent action.
From the Contact page:
Click Actions → Delete, then confirm.
From the Contact list:
Click the dropdown beside the contact → Delete → Confirm.
Bulk deletion is not available for Contacts
Contacts do not support batch actions or checkbox-based deletion.
Each Contact must be deleted individually.
Contact Summary Page
Displays all related information:
Contact Info: Name, email, phone, job title, address, account.
Other Fields: Custom field data.
Bookings Tab: All linked bookings.
Notes Tab: Internal notes.
Emails Tab: All linked emails.
Tasks Tab: All linked tasks.
Attachments Tab: Uploaded files related to this contact.
🔹 Important Details
Only first name and last name are required.
Email addresses must be unique — one contact per email address.
If an email already exists, Event Temple shows: “email has already been taken.” Here's what to do.