Contacts

  • Contacts

    When you open the Contacts page you will be taken to an overview of all of your existing Contacts. To add a new Contact simply click the “Add Contact” button on the top right side of the page. You can easily sort your contacts using the buttons “Alphabetical”, “By Type”, and “By Status”. To Delet...
  • How do I add a recurring appointment?

    Start by clicking on the “Datebook” button on the “Navigation Bar”: This will take you to the “Datebook” page. Heres where you can add Appointments, Bookings, and Tasks. To add a new Appointment click on the "Appointments" button at the top of the page: You will now want to click on the "Add Appo...
  • How do I create a contact?

    Start by clicking the “Contacts” button on the “Navigation Bar”: This will take you to the “Contacts” page. Click on the “Add Contact” button on top right side of the page: You will now see the “Add Contact” page. Fill in all the information you have about the contact and push the “Save” button o...
  • Sample Product & Contacts Excel & CSV files for manual importing

    Example Microsoft Excel and Comma Separated files for Importing Products and Contacts Product and Contact importing will allow you to import data from Excel files (.xls) and Comma Separated Files (.csv). If you have managed your contacts or products from Excel files or can exp...
  • What does archiving a contact do?

    Archiving a Contact simply hides that person on your Contact List. You will still be able to find archived Contacts by using the search bar. Archiving is a great alternative to Deleting a contact. You can view the Archive button here: