Client book

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? Yes: invite them from their card, Client access card (see "Your client's space"). They then follow their events in read-only mode, accept your quotes and approve your choices.

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

How do I enter a phone number, or a foreign one? The phone field opens on the French country code (🇫🇷 +33): type the number as you read it, "06 12 34 56 78" becomes "6 12 34 56 78", grouped automatically; the greyed template shows the digits left to type. For another country, click the flag and search for it by name or code, or type "+32…" directly: the country follows. A number pasted with its code ("+41…", "0041…") is recognised too.