Manage companies (Companies)

Companies group your professional contacts and allow centralized billing.

Create a company

1. Go to "Companies"

2. Click "New company"

3. Fill in the information

Company information

• Company name

• Tax ID / Registration number

• Address

• Phone and email

• Website

Billing profile

Configure information that will appear on quotes/invoices:

• Billing name

• Billing address

• VAT number

Linked contacts

Associate contacts with a company. Example:

• Marie Dupont - Events manager

• Jean Martin - Accounting

Company view

On a company page, you see:

• All associated contacts

• All events

• Billing history

Managing companies in your workspace

What are companies?

Companies are all the organisations you work with: clients, caterers, suppliers, and other partners. Each company can have:

• Linked people (contacts)
• B2B details (VAT, address, local business ID) used for quotes and invoicing

Where to find companies

1. In the workspace sidebar, open Companies.
2. You’ll see a list of companies showing:

• Company name
• Optionally city or country
• Number of linked contacts

1. Use search or filters to quickly find a company.

Company detail view

Click a company in the list to open its detail. It includes:

Overview

Key company information used to pre-fill quotes and invoices:

• Company name
• Address (headquarters or billing)
• Local business ID (e.g. SIRET in France)
• VAT number
• Website
• Phone number

When an event’s client is linked to this company, these fields are used to pre-fill quotes and invoices (including Stripe documents).

Associated people

A list of contacts (People) linked to this company:

• Add or remove links between people and the company
• Open a contact’s record directly from this list