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Introduction to Clients

Learn how eventPERCH works with clients at the Workspace and Project levels.

Updated over a month ago

A client typically refers to an individual, couple, or company hiring planner to organize and execute an event according to their specific needs and preferences.

How Clients work in eventPERCH

Clients in eventPERCH app can be created and managed on a workspace level.

Clients added to this list are accessible across your workspace, allowing you to assign them to projects as needed.

Once Clients are associated with the project, you can manage them in the Project details section of the Project overview.

Once Clients are associated with an event and fall under a project, their primary points of contact become visible in the Client contacts section of the Project Overview.

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