Assigning Customers to Events

Linking an event to a customer is optional — events without a customer keep working exactly as they always have. The link adds a customer name to the event header, exports, and dashboard filter.

Picking a customer when creating an event

1. Open Create Event from the dashboard.
2. Find the Customer field — a searchable dropdown showing your org's active customers.
3. Start typing to filter by name, or pick from the list.
4. Choose No customer if you don't want to link this event to one (this is the default).
5. Fill in the rest of the event details and click Create.

Creating a customer inline

If the customer you need isn't in the list yet and you're an owner or admin:

1. Open the customer dropdown.
2. Scroll to the bottom and click + Create new customer….
3. A small dialog opens on top of the event form. Enter the customer's name (and optional notes) and click Create.
4. The new customer is automatically selected on the event form. Your other event-form fields are preserved while you do this.

You can always come back later and add contact details from the Organisation → Customers page.

Members (non-admins) won't see the inline-create option — they need an owner or admin to add the customer first.

Changing the customer on an existing event

1. Open the event.
2. Switch to the Settings tab.
3. Update the Customer field — pick a different customer, or No customer to remove the link.
4. Click Save changes.

If the customer the event is linked to gets archived, the dropdown will tell you and ask you to pick another or choose No customer.

Duplicating events keeps the customer

When you duplicate an event from the dashboard, the customer link is copied to the new event. This is the common case for recurring annual installs or back-to-back fit-outs for the same client. You can edit it on the duplicate before saving if needed.