Managing clients

The client directory at /clients keeps each customer's contacts, event history, lifetime value, and shared files together. Create a client before an event when you already know the customer, or let inquiry and event conversion create or reuse the matching record.

Search by client name, open a profile to manage contacts, and mark the main contact when several people are involved. EventOps flags likely duplicate names or email addresses; review the records before merging so event and financial history lands on the correct client.

Client portal access is granted for a specific event, not for the entire client directory. Use the event invitation flow described in /help/inviting-clients.

Access and roles

Agency members can read client records allowed by their agency access. Creating, editing, merging, and managing contacts requires clients.manage, included in Owner, Admin, and Planner. Exporting or erasing client personal data requires the separate clients.gdpr capability, included in Owner and Admin.

Privacy note

Use the client profile's privacy section for consent records and governed export or erasure. Do not delete a client just to remove them from one event; change the event relationship or portal invitation instead.