Clients and contacts

When to use this

Use this page when you want to understand how BloomBoard stores the people or companies behind an event.

What this feature does

BloomBoard keeps client records separate from event records so your team can reuse the right customer details across multiple jobs. A client record can include:

display name and company information
phone and billing details
default currency preferences
multiple contacts attached to the same client

Why it matters

A clean client record reduces duplicate typing and helps keep proposals, invoices, and communication aligned with the right person.

Key things to know

A client can have multiple contacts, but only one should be the primary contact.
Contacts can capture role-specific details such as family members, planners, or office stakeholders.
Client records are soft-deleted rather than immediately erased, so they can be restored if archived by mistake.

Coordinators

Events can also link an event coordinator or planner, kept in a separate directory so the same coordinator can be reused across events.

Open Clients and switch to the Coordinators view to add or edit coordinators. Each record holds a name, company, email, phone, and notes.
Opening a coordinator also lists the events they are linked to, so you can jump straight to any of them.
When you create an event, use the optional Add coordinator field in the setup wizard to pick an existing coordinator or type a new name — new names are saved to the directory automatically. The same picker appears in the event’s Edit details form.
A coordinator who is linked to events cannot be deleted until those events are unlinked, so event records never lose their coordinator by accident.

If you are about to create an event, make sure the client record is correct first. Event pricing and billing become harder to clean up when the wrong client is attached.