Customer operations
Manage contacts
Keep customer names and contact details together and open the record behind their activity.
4 min read
Find and open a contact
Open Contacts from Operations. Search by name, email, or phone, then choose Open to view the customer record.
Add a contact
- 1
Choose Add contact
Open Contacts and use the action at the top of the page.
- 2
Add reliable identifiers
Enter the customer’s name and the email or phone number your team will actually use.
- 3
Save and review
Open the saved record and correct any details before using it for bookings or tickets.
Customer profiles
The Customer profiles tab provides a broader view of customer records. Use it when you need profile-level context rather than a simple contact directory search.
Avoid creating duplicates. Search email and phone before adding a new person, especially when a customer has already submitted a form or booking request.
Still need a hand?
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