The on-site contact

The on-site contact is the person the crew meet at the event: a planner, a venue manager, a relative. Make them a contact and they can get the client's texts and emails about the order too.

Steps

1. Open the order. At the top, find On-site contact.
2. Pick a contact, or add them as a new contact from the same box. On-site name and On-site phone fill in from the contact.
3. To keep them in the loop, tick Also gets client updates.

Good to know

• With the box ticked, every client text and email about the order and its deliveries and pickups also goes to them: the automatic ones, your rules, and a notification sent by hand.
• Money stays with the client. Nothing about a payment, deposit, balance, invoice or refund goes to the on-site contact, and nor does a message with the payment link or an amount in it.
• The same checks apply to them as to the client: client messaging switched on, the task's Text and Email, and their own Can text and Can email. A STOP from them stops only their texts. See Client consent.
• The message greets them by their own first name; the rest reads as the client's does.
• Nothing is sent twice: when the on-site contact is the client, or has the client's own number or email, only the client gets it.
• A text or email you write yourself goes only to whoever you put in To.
• With no contact to pick, type On-site name and On-site phone by hand. They print on the crew's sheets and show on their phone, but nothing is sent to them.

If something goes wrong

• The on-site name or phone will not change. It follows the linked contact. Change it on the contact, or clear On-site contact and type it.
• They did not get an update. Check Also gets client updates is ticked, and that their contact record has a mobile number and Can text on (or an email and Can email on).