Managing Clients in EventDesk

Adding a New Client
Follow these steps to create a new client profile.

 

Step 1: Go to Clients

1. From the left sidebar, click Clients.
2. Click Add Client.

The Create New Client window will open.

 

Step 2: Enter Client Details
Fill in the required information:

🔹 Name *
Enter the client’s full name.

🔹 Email
Enter the client’s email address.

🔹 Phone
Enter the contact phone number.

🔹 Company
Enter the company name (if applicable).

🔹 Address
Add the client’s address.

🔹 Notes
Add any additional notes about the client.

 

Step 3: Create Client
Click Create Client.
The client will now appear in the Clients list.

 

Viewing Clients
In the Clients section, you can view:

• Name
• Company
• Email
• Phone

Use the search bar to quickly find a specific client.

 

Editing a Client

1. Go to Clients.
2. Click the Edit (✏️) icon next to the client.
3. Update the necessary details.
4. Save changes.

 

Deleting a Client

1. Click the Delete (🗑️) icon.
2. Confirm deletion.

Note: Deleting a client may affect linked events, estimates, or invoices.