Customers
Group multiple events under one end-customer for recurring or chain work.
Assigning Customers to Events
Link an event to a customer when creating or editing it, including the inline 'Create new customer' option.
2 min readorganiser
Creating and Editing Customers
Add a new customer, update their details, and understand the difference between archive and delete.
2 min readorganiser
Customer Data in Exports
Exactly which customer fields appear in CSV, PDF, and map exports — and which never leave the app.
2 min readorganiser
Filtering and Reporting by Customer
Filter the dashboard by customer and use the customer detail page to see all of one customer's events.
2 min readorganiser
Managing Customers
Understand what a customer is in Signplanr and when to use the customers library.
2 min readorganiser