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Step 2 of 10

Managing Clients

Clients are how you organize your work in EventRundown. Each client can have multiple timelines, and your dashboard groups everything by client so you can see all the work for a given event at a glance.

Adding a client

In your dashboard, click "Clients" in the sidebar. Click "Add Client" and fill in:

  • Name — the client's name (e.g., "Sarah & Michael" or "Acme Corp")
  • Email — optional, used for intake form invitations

That's it. You can always add more details later.

New Client modal with name and email fields
Creating a new client

Assigning timelines to clients

From the "My Timelines" view in your dashboard, each timeline has a "Client" button. Click it to assign or reassign the timeline to a client. You can also assign during save from the editor — use "Save to Client" from the save dropdown.

Assigning a timeline to a client
Assigning a timeline to a client

Filtering by client

Click any client name in the Clients section to filter your timelines to just that client's events. This is especially useful when you're managing 10+ active clients and need to focus on one.

Client timelines filtered view
Filtering timelines by client

What's next

Ready to let your clients fill in their own event details? Send them an intake form.