Keeping your event contacts up to date is essential for smooth event planning and execution. In Timeline Genius, you can easily modify the roles of your vendors, clients, or other contacts within your timeline. Follow these steps to update contact roles:
Updating Roles from the Rolodex
Navigate to your Rolodex: The Rolodex is your central hub for all contacts associated with your events. You can find it in your main menu.
Select a Contact: Click on a contact whose role you wish to change. This will bring up their detailed information.
Edit Contact Information: Look for the edit boxes next to the contact's role. Clicking one will allow you to modify their current role.
Change the Role: You can type in a new role directly or choose from a list of predefined roles. For example, if you need to change someone from 'baker' to 'cake decorator,' you can do so here.
Save Your Changes: Once you've selected or entered the new role, make sure to save your changes.
Client Roles: Bride & Groom
When working with couples, add the bride and groom as two separate contacts under the Clients tab in the Rolodex — one entry per person. Do not combine them into a single contact (e.g., do not use "Bride Name + Groom Name" as one entry).
Once each person is added separately, you can assign their individual role:
Client: Jane Smith → Role: Bride
Client: John Smith → Role: Groom
This approach lets you:
Assign timeline items to the correct individual
Send targeted text reminders to each person on the wedding day
Keep their contact details (phone, email) organized separately
Build more precise tailored timelines for each party
Additional Tips
Add New Roles: If the role you need isn't already listed, you can add a new one by clicking 'Add' and typing in the new role name.
Vendor Roles: If you're updating a vendor's role, you may also have the option to edit their services directly from the Rolodex.
Confirm the Update: After you've updated the role, it's a good practice to review the contact to ensure the changes have been applied correctly.
Conclusion
Regularly updating contact roles ensures that everyone knows their responsibilities and can work together efficiently. With Timeline Genius, you have the flexibility to keep all your contact roles accurate and up to date with just a few clicks.