Navigate to the booking and select the "Details" tab. Scroll down to "Contacts".

Select the purple "Add Contact" button on the bottom right. Select the black "Add New Record" button if you are adding a contact who has not previously been entered into your system.

Note: To quickly locate individuals who have been previously added as contacts, use the "Filter" search box at the top. This feature pulls up repeat customers to add to new rentals or events. You can search by organization or browse through all contacts.

When adding an individual, provide as much information as possible. The first name, last name, and email address are required, especially if you plan to invite them to the Organizer Portal.

Example: Let's say the father of the bride is handling payments for a wedding rental, you would assign him the role of a 'financial' contact type in the portal. Meanwhile, the bride, being the 'primary' contact, will have her organizer portal containing all details about the wedding. Her father's portal will focus on invoices and payment options.

Select the "Contact Type" from the list of options. Remember, at least one contact must be listed as "Primary". Click the purple "Save" button on the bottom right.

The new contact is now listed on the booking. You will see a paper airplane "Invite" link to the right of their name. Click the icon to send an invitation to the Organizer Portal to their email.

Refresh your page to see the invite disappear.

From the email, copy the temporary password and click on the purple "Visit Gazebo" link directly below.

You will be taken to the Organizer Portal for your first login. Using your email and the temporary password, click the purple "Log In" button.

Reset your password and click the purple "Continue" button. You are now on the homepage of the Organizer Portal.

The portal is where you will view contracts, invoices, make payments, and review attendee details.

Note: If the operator has not yet made invoices, contracts, or documents visible to organizers THERE WILL BE NOTHING in the organizer portal when you first log in. This is okay, it will populate as items are shared.