What is a Primary Contact?
The Primary Contact is the main person associated with a Booking or Account in Event Temple.
It is used as the default contact for communication, documents, workflows, and search.
How Primary Contacts are used
Primary Contacts are used across Event Temple to:
Identify the main contact on a Booking
Populate documents and invoices (via merge fields)
Support automated workflows and emails
Enable booking and account search
Where Primary Contacts are set
Primary Contacts can be defined in two places:
At the Account level
At the Booking level
Each level affects different parts of the system.
How to change the Account Primary Contact
Use this when you want to set the default contact for an Account.
Open the Account
Go to the Associations section
Find Primary Contact
Select the new contact
✔ This updates the default contact for the Account
How to change the Booking Primary Contact
Use this when you want to control which contact appears on documents and invoices for a specific Booking.
Open the Booking Summary
Scroll to the Contacts section
Hover over the contact you want
Click Set Primary
✔ This updates documents and invoice merge fields for that Booking
Important notes
Each Booking can only have one Primary Contact
Booking-level Primary Contact overrides Account-level behaviour for documents
Changing the Primary Contact updates documents and workflows immediately
Events within a Booking cannot have separate Primary Contacts