As an event planner, your time is precious, and efficiency is key. Timeline Genius offers a feature that can save you a step when adding new clients to your events. Instead of separately entering client information into the Rolodex, you can directly input their details on the Create New Timeline Input Form. Let's walk through how this feature can streamline your client onboarding process.
Inputting Client Information Made Easy
Starting a New Timeline: When creating a new timeline, begin by entering the event details as usual.
Adding Client Info: If your client isn’t already in the Rolodex, simply click 'Add' next to the client information field.
Input Comprehensive Details: Enter all your client's information, including their full address, in the pop-up form.
Save to Rolodex: Once you click 'Save', your client’s information will automatically be stored in your Rolodex.
Why Use This Approach?
Time-Saving: It eliminates the need to toggle back and forth between the Rolodex and the timeline creation form.
Convenience: Streamline the process of adding new clients by inputting their information as you set up their event.
Organization: Keep your client information organized and accessible by ensuring all details are saved in the Rolodex from the get-go.
Practical Tips
Complete Entries: Ensure you fill out as much information as possible to avoid having to update later.
Double-Check for Accuracy: Before saving, double-check the details to prevent any errors.
Preview the Rolodex Entry: After saving, it’s a good idea to preview the new Rolodex entry to make sure all information appears correctly.
Conclusion
This integrated feature of Timeline Genius not only enhances your workflow but also ensures that your client's information is systematically cataloged right from the start. Simplify your event setup and spend more time focusing on creating memorable occasions.
If you encounter any questions or need guidance on entering client information, our support team is always available at support@timelinegenius.com. We are committed to helping you manage your planning process with maximum efficiency.