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How to Manage Customer Contacts

Orioly tracks your customer contacts to collect valuable information for your tour business. The application also automatically saves customer contact information each time:

  • Someone books your tour through the booking button on your website. Your customers need to leave contact information in order to make a booking.
  • You manually create a booking in the Orioly app. In the process, you also need to enter the payer information. If the person’s already in the Orioly database, it will automatically suggest his/her contact details based on the first letters you type.
  • You manually create a contact in the Orioly app.  

Add New Contact 

  1. Click Add new from the sidebar, then click Contact.

orioly, create booking, contact

2. Enter the necessary information.

add new contacts

  • Name – enter the first and last name of your new customer.
  • Email – enter the new customer’s email. 
  • Address – enter the new customer’s street name and town. 
  • Country – click the side errors and choose the country the new customer comes from. 
  • Phone – enter the phone number you can use to reach your new customer. 
  • Website – enter the website address of your new customer if he/she has one important to you. 
  • Facebook – enter the URL link of your new customer’s Facebook profile if he/she has one. 
  • Twitter – enter the URL link of your new customer’s Twitter profile if he/she has one. 
  • LinkedIn – enter the URL link of your new customer’s Linkedin profile if he/she has one.
  • Info – this field will fill out itself once a booking is created for this person. It will be updated with each new booking this person makes. 

3. Click Create.

contacts

  • Pending – customer created a quote, but still didn’t pay for anything.
  • Deposit – customer paid a partial amount. 
  • Paid – customer paid the whole amount.

There are three columns with information about each contact:

  • Contact name, address and payment status – When there is no information on the payment status, it usually means someone else paid for this customers.
  • Bookings (payer/traveler) – It shows the number of bookings the person paid for, versus the number of times the customer was only taking a tour. Click the gray info button to view client’s email, country, phone number, and social media profiles. 
  • Total amount spent – This option lists all payments for a certain customer. 

contact info

 

contact info

Here’s a short video on how to manage customer info and contacts.

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