Keep the people and companies you work with in your agency contact library, then select the relevant contacts in each booking. Store a separate billing address when it differs from the main address.
Add or find a contact
Open Contacts in your agency navigation. Search for the person or company first so you can reuse the correct existing record.
To create a contact, choose the add-contact action. Enter a name or company; the current form requires at least one of them.
Add the useful contact details, such as position, email, phone, language and contact types. Complete the main address where needed.
If invoices should use a different address, add the separate billing address and check its name, company and address fields.
Save and reopen the contact to check the result. Before changing an existing record, make sure you have selected the intended person and company.
Use the contact in a booking
Open the booking and its Details tab. The booking contact area lets you select the relevant client, artist-care, technical or other contact. Choose the role that matches the person’s responsibility for that show.
In der deutschen App heisst die Navigation Kontakte und die Aktion Neuen Kontakt hinzufügen. In der Buchung findest du unter Details → Buchungskontakte die Rollen Client-Kontakt, Artist-Betreuung, Technischer Kontakt und Weiterer Kontakt.
Use the existing library record when it is the same person or company. Check similar names and contact details before selecting a record. A contact entry is not the same as an invitation to join your agency.
Main address and billing address
The main address and billing address are separate parts of the contact. In the German form, use Rechnungsadresse hinzufügen to show the billing fields. Check the document recipient and address again in the actual invoice preview.
Changes to recipient or billing information made while preparing an invoice can also update the linked contact. Review both the document and the saved contact; do not assume every address edit is limited to one PDF.
Share the information the recipient needs
Adding a contact to a booking does not prove that every artist or external recipient can see it. Review the person’s existing access and the categories selected for the shared view or itinerary. A downloaded itinerary PDF is a separate file, so check its content before sending it and export it again when needed.
If a promoter should provide missing contact details, use a Booking Details Request for the existing booking. Review the returned changes before accepting them.
Related guides
Current contact form
This empty example shows the current German contact form on a narrow screen. No customer details are included.
