Creating Accounts
Accounts represent the organisations you work with — your clients, suppliers, venues, and other business contacts. Creating an account is one of the first things you'll do when setting up a new business relationship.
Getting There
- Click Accounts in the main sidebar navigation
- Click the Create account button in the top-right corner
You can also create accounts quickly from other areas of the application (such as when creating an event) using the quick-create modal.
The Account Form
The create account form is organised into several sections. Here's what each field does:
Basic Details
| Field | Required | Description |
|---|---|---|
| Account name | Yes | The organisation's name |
| Code | No | An optional short code or reference for the account (this field may be hidden depending on your settings) |
Office Address
Enter the organisation's main office address. If your system has address lookup enabled, you can type into the search bar to find and auto-fill the address fields.
- Address — Street address (supports multiple lines)
- City
- Region — County, state, or region
- Postcode
- Country
Invoice Address
If the organisation's billing address differs from their office address, enter it here. Click Copy office address to quickly duplicate the office address fields.
VAT Details
- VAT number — The organisation's VAT registration number
- Not VAT registered — Tick this if the organisation is not VAT registered. This clears the VAT number field and affects how VAT is calculated on their invoices.
Contact Details
| Field | Description |
|---|---|
| Phone | Main phone number |
| Fax | Fax number |
| Website | Website URL |
| Facebook profile URL | |
| LinkedIn profile URL |
Classification
| Field | Description |
|---|---|
| Type | Select one or more account types (e.g. Client, Supplier). See Account Types |
| Industry type | The industry this organisation belongs to |
| Source | How you acquired this account (e.g. referral, web enquiry) |
| Medium | The marketing medium through which the account was acquired |
| Supplier type | If this is a supplier account, select the type of supplier (e.g. AV, Catering, Lighting) |
Assignment
| Field | Description |
|---|---|
| Account manager | The team member responsible for managing this account |
| Teams | Assign the account to one or more teams. If team isolation is enabled, this controls who can see the account |
| Parent account | Link this account as a sub-account of another. Use the search field to find the parent account. See Account Types and Hierarchy |
Tags
Add tags to categorise and organise your accounts. Tags make it easy to filter and find groups of related accounts later.
Custom Attributes
If your organisation has configured custom attributes for accounts, additional fields will appear here. Required custom attributes are marked accordingly.
Primary Contact
When creating a new account, you can add the primary contact at the same time. This saves you from having to create the account first and then add a contact separately.
| Field | Description |
|---|---|
| First name | Contact's first name |
| Last name | Contact's last name |
| Email address | |
| Pronouns | Preferred pronouns |
| Honorific | Title (e.g. Mr, Mrs, Dr) |
| Job title | Their role at the organisation |
| Phone | Direct phone number |
| Mobile | Mobile number |
| Birthday | Date of birth (used for reminders) |
| Account manager | The team member managing this contact |
| Contact types | Classify the contact (see Contact Types) |
| Tags | Tags for this contact |
Account Summary
A rich text area where you can add notes, background information, or any other details about the account. This appears on the account dashboard for easy reference.
Saving the Account
Once you've filled in the details, click Save at the bottom of the form. You'll be taken to the account dashboard where you can view and manage the account.
Note: Only the Account name field is required. You can always come back and fill in additional details later by editing the account.
Quick-Create from Other Pages
When you're creating an event or working elsewhere in the application and need to link to an account that doesn't exist yet, you can use the quick-create option. Type the account name in the account search field, and if no match is found, you'll be offered the option to create a new account directly from a modal — without leaving your current page.
The quick-create modal includes fields for:
- Account name
- Address (office and invoice)
- Teams
- Phone, fax, website, Facebook, LinkedIn
- Types, industry type, and source
Editing an Account
To edit an existing account:
- Open the account from the accounts list or by searching for it
- Click the Edit button on the account dashboard
- Make your changes and click Save
All the same fields from the creation form are available when editing, plus:
- Primary contact — Select an existing contact as the primary contact from a dropdown of the account's contacts
Deleting an Account
To delete an account:
- Open the account dashboard
- Scroll down to the bottom of the account information panel on the left
- Click Delete account
- A confirmation dialog will appear with the warning "This cannot be undone"
- Optionally, select a replacement account to transfer all linked events, invoices, contacts, costs, media, notes, and tasks to before deletion
- Confirm the deletion
Warning: Deleting an account is permanent. If you have events, invoices, or other records linked to this account, consider transferring them to another account before deleting. The delete dialog gives you the option to do this automatically.
Importing Accounts
You can bulk-import accounts and contacts from a CSV file. See Importing Data for detailed instructions.
The import process:
- Upload a CSV file
- Map your CSV columns to account and contact fields
- The import runs in the background — you'll see a confirmation that data has been queued
Note: During import, accounts are matched by name. If an account with the same name already exists, the imported contacts will be added to the existing account rather than creating a duplicate.
Tips & Best Practices
Tip: Always set the account type when creating an account. This makes it much easier to filter and find accounts later using the type tabs on the accounts list.
Tip: If team isolation is enabled, the account will automatically be assigned to your team. You can add additional teams if other team members also need access.
Tip: Use the parent account field to link related organisations together. For example, you could link regional offices as sub-accounts under a head office.