Set up your accountSet up Your Orioly Account Create a Repeating Daily Event Create an Open Date Event Add Widgets to HTML Websites Create a One-time Event Create a Coupon Add a Payment Gateway Add Translations for Your Products Add Widgets to Wix Websites Add custom CSS to your Book Now Button
Manage your accountManage Your Departures and Products Manage Your Bookings Manage Your Coupons Manage Your Contacts Manage Your Employee Accounts Track Data & Generate Reports
Manage Your Contacts
Having a complete and organized contact database is fundamental to any company.
Using Orioly to add and manage your contacts is very simple. First, let’s take a look at how to create a new contact.
- Sign in to your Orioly account.
- Go to New contact.
- In the New contact section, add all the information related to the new contact.
- When you finish filling out the form, click Save.
To manage your contacts, navigate to the Contacts section.
Here you have a list of all the contacts created within Orioly.
On this list, you have information about contact payment status, personal information and amount spent to date.
Click the Three dots button and then View Profile for quick access to additional information about a particular contact and to edit his/her profile. After editing click Save.
Note 1: Hide the contact data by ticking Obfuscate data, or prevent other users from editing the contact info by checking Disable editing contact info.
Note 2: On this section you can also delete a contact. Click Delete and then Confirm. If a contact has bookings, you will not be able to delete the contact.Now that you know how to manage your contacts, check the documentation regarding How to manage your company user accounts.