# Accounts & Contacts

### Accounts

#### Creating an account

Go to **Accounts > Add**.

<figure><img src="/files/ELLny6TIAeDZkJyjcS1m" alt="" width="375"><figcaption></figcaption></figure>

Before you start, make sure your dropdowns are configured in **Setup > Preferences** — Account Status, Account Type, and Address Type all pull from there. If they're empty, you can still create the account and fill those fields in later.

#### The Account Page

Everything related to a client lives here.

| Section             | What's in it                                                                                    |
| ------------------- | ----------------------------------------------------------------------------------------------- |
| Account Information | Status, type, and top-level client details                                                      |
| Address Information | Multiple addresses (Primary, Shipping, Billing) — reused when creating events                   |
| Contacts            | Everyone connected to this account                                                              |
| Events              | All upcoming and past shoots for this client                                                    |
| Tasks               | Work items tied to the account or its events                                                    |
| Attachments         | Contracts, logos, reference files (PDF, PNG, DOCX)                                              |
| Activity Log        | A chronological record of every change — who made it and when                                   |
| Notes               | Internal team notes. Pin important ones to keep them at the top. Tag a teammate to notify them. |

***

### Contacts

#### Creating a contact

Two ways:

* **From the Contacts tab** — Go to Contacts > Add, then select the Account they belong to.

<figure><img src="/files/c69PqMcoYcjo8Hs4mPVY" alt="" width="375"><figcaption></figcaption></figure>

* **From the Account page** — Open the account, scroll to Contacts, click Add. The contact is linked automatically.

<figure><img src="/files/8Vu4wnrRWM5Lwq5jB4Ay" alt="" width="563"><figcaption></figcaption></figure>

#### The Contact Page

Contacts have their own profile pages, separate from the Account view.

| Section             | What's in it                              |
| ------------------- | ----------------------------------------- |
| Contact Information | Name, title, role, and contact details    |
| Events              | Shoots linked to this specific contact    |
| Attachments         | Files specific to this person             |
| Activity Log        | Change history for this contact's profile |
| Notes               | Internal notes specific to this contact   |
|                     |                                           |

***

{% hint style="info" %}

#### Title vs. Role — and why it matters

**Contact Title** is their job at their organization (e.g., Principal, Teacher).

**Contact Role** is the function they serve for your studio (e.g., Primary, Yearbook, Scheduling).

Keep Roles accurate. ScheduLink's automated email system sends to Roles, not specific names. When an email is set to go to "Primary Contact," the system looks up who holds that role for the account and sends to them. Wrong role = wrong person gets the email.
{% endhint %}


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