How to start with Orioly?

How to track customer contacts

Orioly tracks your customer contacts to collect valuable information for your tour business. 

Orioly automatically saves customer contact information each time:

  1. Someone books your tour through the booking button on your website. Your customers need to leave contact information in order to make a booking.
  2. You manually create a booking in 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.
  3. You manually create a contact in Orioly app through the Add new button in the down left corner. For example, it’s useful to enter a potential future customer into your Orioly database. Perhaps, later on, you’d want to send an offer to the person. 

Enter a Customer Contact through the Add New Button

  • Click Add new on the down left side of Orioly app.
  • Choose Contact.

orioly, create booking, contact

  • Fill out the blank boxes below and click Create at the bottom. 

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 continue to update with each new booking this person makes. The information it shows includes Spent to date, Bookings to date and Payment status.

  • Click Create
  • View your customer database, by clicking “Contacts” in the left menu.
  • Search customers by name or filter them by the status of payment.
  • Contacts can have pending, deposit and paid payment status.

contacts

Pending – means customer created a quote, but still didn’t pay for anything.

Deposit – means customer paid a partial amount. 

Paid – means customer paid the whole amount.

There are three columns with information about each contact:

  1. Contact name, address and payment status. When there is no information on the payment status, it means the person has only been taking your tours. Someone else paid for him/her.
  2. Bookings (payer/traveler). It shows the number of bookings the person paid for, versus the number of times he/she was only taking a tour. A click on the gray info button opens a “pop-up” window with more information about the contact. It shows the person’s email, country, phone number and social media profiles. 
  3. Total amount spent. Here you can see who is making most bookings and getting you the best revenue. A click on the “Edit contact settings” opens a new window where you can set or edit the contact information. 

contact info

 

contact info

As you can see on the picture above, this is the information entered when the contact was first created. The only new info here is in the Info field. There’s information about each booking ever made by this single customer in this field. The Info field updates automatically each time a new booking is created by this customer. 

  • You can choose to either Save or Delete contact

NEXT: Create Your First Activity  

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