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Creating, editing and deleting Contacts
Creating, editing and deleting Contacts

Add new contacts, or edit or delete existing contacts.

Updated over a week ago

You can capture your clients' contact details, assistant staff information, or social media profiles using the Contacts feature.

This guide will show you how to:

Watch our video demonstration, or scroll down for step-by-step instructions.

Create a Contact

1. Open Contacts and click Add Contact.

2. Complete the fields and click Create Contact.

3. Your new contact will now appear in the Contacts section.

Edit a Contact

1. Click on a the name of the contact you wish to edit.

2. A dialogue box will appear, click Edit.

3. Update the contacts details and click Update Contact to save the changes.

Delete a contact

1. Repeat the steps in the Edit Section above to open the white side window.

2. Scroll down and click Delete This Contact.

3. Your contact will now be deleted.

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