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Event planner manuals

Event planner

Client book

Keep your clients in one place and attach the events you organise on their behalf.

Updated on September 25, 2026

Goal

The client book is the starting point of your event planner activity: every client has a card (contact details, notes) and the list of events you organise for them, with budget, margin and progress.

Steps

  1. In your space, open My clients.
  2. Click New client: name, email, phone, and free notes (expectations, constraints, history).
  3. Open a client's card to see their events. From this card, Create an event starts the creation wizard already attached to this client.
  4. In the events list, filter by client to see only theirs.
  5. A client without ongoing events can be deleted from their card; a client with active events cannot — close or cancel their events first.

Frequently asked questions

Can my client see their event? Not yet: read access for the client (approvals, follow-up) comes in a later version.

Does a client show up for another event planner? No, every client book is strictly private: your clients are visible to you only.