Help CenterContacts & Accounts

Accounts

Companies and organizations that book with you repeatedly.

Accounts are the companies, associations, and families behind repeat business. An account holds its contacts and its full booking history, so "how much has this company spent with us" is one click.

Fields

Name, type/segment, address, phone, website, and notes. Bookings link to an account plus a primary contact.

Reporting

Reports can roll up revenue by account, making top-client lists and repeat-business analysis straightforward.

Last updated 2026-07-25