Build your contact book
Contacts is your shared address book for everyone a production touches: clients, crew, cast, vendors and more. Add someone once and you can reuse them across every project and tool, without retyping. This guide covers adding a contact and the fields that come with each type.
Open Contacts
From the left rail, open Contacts. The page opens on All Contacts, with your contact types listed down the side (Clients, Production, Crew, Talent, Extras and Vendors) and a running count beside each.
Add a contact
Select New Contact at the top right, or Add Contact from your dashboard. The form opens with the contact type at the very top.
Pick a contact type
Choose what this contact is: a Client, a Production Company, Crew, Talent, Extras or a Vendor. The type controls which extra fields appear below, so you only ever see the fields that matter for that kind of contact.
Fill in the essentials
Every contact shares the same core fields: Name (the only required one), Email, Phone, Company, Website and a Source. There is also an Address block that gets used on invoices, contracts and call sheets.
Add the type-specific details
Under Profile details you get fields unique to the type. Crew has department, position and union, plus overtime and kit; Talent has a stage name, union, a headshot and reel, stats and sizes, languages and buyout terms; Vendors have a vendor type, services and insurance details; Clients and Production Companies carry industry and billing information. Fill in as much or as little as you need.
Record rates and affiliations
Add a contact's rates (a day rate, half day, hourly, a buyout and so on, each with a currency and an optional default), and their affiliations: who they work for, or who represents them. An agent and the talent they represent, or a crew member and their production company, stay linked.
Organize, import and export
Switch a contact's type at any time from the Category column, filter by type in the sidebar, and search across everyone. Bringing a list in from a spreadsheet? Use Import. Need your book elsewhere? Use Export.