Managing Your Directory

How to add and view Clients, Companies, & Venues in your Directory. Learn how to give customers and clients private discounts.

Karen Gordon avatar
Written by Karen Gordon
Updated yesterday

To begin adding to your directory, navigate to Directory>Add Contact.

The following options will open up, choose which you want to add. 

After adding Added Clients, Companies, and Venues to your directory, they will be made easy to find when creating new projects.

Here we chose to add a New Client. Seen below, you may add custom settings for each Client, Company, or Venue.

For example: If you have a very loyal customer, you can add a discount into his file which will automatically apply. Want to learn how? Click Here.

Want to mark clients as tax exempt? Click Here.

Want to assign a permanent payment policy to a specific company? Click here.

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