Contacts: each customer's profile
Every customer has a profile with their details, conversations, appointments, payments, notes and tasks. Learn how to create and edit a contact in a few steps.
Updated
A contact profile is each customer's "folder": everything that happened with that person is in one place, so you don't have to dig through your phone, your email and a paper notebook.
What's in the profile
- Details: name, mobile number, email and the fields your template already includes.
- Conversations: every message from WhatsApp, Instagram, SMS, email and your website chat.
- Appointments and payments: what they booked and what they've paid you.
- Notes and tasks: what you or your team wrote down.
- Tags: labels that show where the customer is in your process. See Tags: what your template's tags mean.
Create a contact
- Click Contacts in the top bar.
- Click Add Contact.
- Type the name and at least a mobile number or an email.
- Click Save.
Before you message someone to offer them something, make sure they gave you permission. If the customer wrote to you first, you can simply reply.
Edit a contact
- In Contacts, find the person with the search box at the top (by name, mobile or email).
- Click their name to open the profile.
- Change the detail you want and save.
If you end up with two profiles for the same person, open both and copy the important details by hand into the one you're keeping.
If something goes wrong
- You can't find a customer: search with just the mobile number, without spaces or dashes.
- A field is empty: the customer hasn't given it yet; you can type it yourself.
- You want to bring in many customers at once: see Import your customers from Excel or CSV.
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