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Your contact list

Find your way around Contacts: one list of everyone, with roles, tags, consent and everything they've signed up for.

People > Contacts is one list of everyone in your business: clients, students, staff, members, leads, and the businesses you work with (venues, vendors, partners). Anyone who registers, books, enrolls or buys is added for you.

Add someone by hand

  1. Open People > Contacts and press Add contact.
  2. Pick every role that fits: Client, Student, Staff, Helper, Team, Lead, or a business role like Facility owner, Contractor, Vendor or Partner.
  3. Fill in their first name (required), last name, email, phone and any notes.
  4. If you entered an email, answer whether they agreed to receive emails. Tick Agreed to receive texts only if they gave you permission.
  5. Press Add contact.

Find people

  • Search by name, email or tag.
  • Filter by role, by tag, or by email consent. The consent filter also has Missing email consent and Possible duplicates.

Work with many at once

Tick the boxes next to people and use the bar that appears: Tag, Set role, Change status, Record consent, Add to campaign or Delete.

Found a duplicate? Tick exactly two records of the same kind and press Merge. Pick the one to keep. The other’s email becomes an alternate address, and its phone, tags, notes, consent and history move over.

Open a contact

Click a name to see their profile: contact details, roles, tags, email and texting consent, an interaction timeline, and everything they’ve Signed up for. From there you can Send email, Text, Log interaction or Edit. The Add for card lets you add them to a class pass, an event or class, a private session or a course.

Good to know

  • Campaigns, newsletters and funnel emails only go to people whose email consent is on. Receipts and booking confirmations are not affected.
  • Export CSV downloads the people the list is showing right now. Clear your filters to export everyone.
  • Deleting a contact removes them and their logged interactions for good.
  • Giving someone the Staff role gives them a staff profile (photo, rate, availability) on their contact page.
  • Some roles are added automatically: Lead (on your pipeline), Member (has a membership or pack) and Student (enrolled in a course).
  • Bringing a list over from another platform? See Import your contacts. To group people, see Use tags.