How Do I Assign Accounts to Bookings and Contacts?

Do you have multiple contacts that work for the same company? The Accounts section of Gather is a database of companies that your team works with. To assign a company name (known as an "account" in Gather) to a contact follow the steps below:

1. Click a Contact to view Contact Details 
   1. Click on the blue hyperlinked Primary Contact name within a Booking
   2. Click on the blue hyperlinked Contact Name from the Contacts tab
   3. Create a new Contact from the Contacts tab
2. Select 'Edit Contact'.
3. Enter the Company Name in the Account field. You can select from existing Accounts or create a new one!
4. The Account will appear on documents and reports in the Company Name field! You can also start utilizing the Accounts tab.

Video Tutorial: