Who you work for
A customer record holds who they are, where their jobs happen, who to ring, and everything you have ever done for them — both the bookings and the calls you logged by hand, on one timeline.
What kind of customer
Every customer is one of six types. It is a closed list rather than a box you type in, because the tag box it replaced had turned into a second and unreliable way of saying what a customer was — “VIP”, “2023” and “do not call” all filed the same way.
Every type but Individual asks for a primary contact name, because “who do I ask for when I ring” is a different question from “whose booking is this”. An individual is their own contact. The full list is in the types reference.
Repeat clients
Nobody marks a customer as a repeat client. It is worked out from how many bookings they have, so it is true the day it becomes true and never sits stale on somebody who booked once in 2023.
Phone numbers
A number is a country and then the digits. Paste +234 (0) 801-234-5678 into the number box and the plus, the country code and the brackets come straight back off — but the grouping stays, because grouping is how somebody checks a number against the card they read it from.
Archiving rather than deleting
A customer you no longer work with gets archived. Their bookings, invoices and receipts stay exactly where they were and stay readable — deleting them would tear holes in your own history, and in the figures on your reports.
Merging duplicates
Event Managr spots likely duplicates by name and phone number and offers to merge them. Merging is deliberate and cannot be undone: bookings, contacts, venues and logged calls all move onto the record you keep. Read the comparison before you confirm.
Logging a call
Anything that happened off-system — a site visit, a phone call, a complaint — can be logged against the customer, and it sits on the same timeline as their bookings rather than in a separate notes field nobody opens.
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