Manage your Contacts
Having a complete and organized contacts database is fundamental to any company. Within the Orioly application, adding and managing your contacts is very simple. First, let’s take a look at how to create a new contact.
To get started click on the icon located on the left-hand side of the application and select the Contact option.
In the New contact section, you can add all the information that you believe is useful for the contact. When you fill out the form, click on Create on the bottom of the page.
To manage your contacts, navigate to the Contacts section which you can access through the side navigation.
Here you will be able to track all of your contacts that have been created, either through the online booking process, or contacts that have been manually added.
With the use of the More info button, you will have quick access to additional information for a particular contact ( email, country, code, etc.)
If you click on Edit contact settings you will open the Contact details. Here you will be able to change the contact information, view and edit the bookings related to the contact. You can also obfuscate the contact data to give more privacy to the customer or disable editing contact info. After editing the contact data and it’s settings, click on Create.
Note: To delete a contact just double click on the Delete contact in the bottom of the page.
Now that you know how to manage your contacts you can take a look at how to manage your coupons.