Accounts & Contacts

Accounts are the organizations you work with. Contacts are the people at those organizations. You need an Account before you can schedule any work for a client.

Accounts

Creating an account

Go to Accounts > Add.

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.

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Contacts

Creating a contact

Two ways:

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

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

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

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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.