Managing Contacts
The Contacts section includes a small set of management tools for your saved contact records.
Available actions
Based on the current app, you can:
- open a contact
- export contacts
- delete a contact
Export contacts
The contacts list includes an export action.
The exported CSV can include fields such as:
- full name
- first booked date
- last booked date
- booking count
This is useful when you want to review contact data outside the app or keep an offline record.
Delete a contact
Contacts can be deleted from:
- the contacts list
- the contact detail page
Deleting a contact requires confirmation.
WARNING
Deleting a contact removes that contact record from your contact list. Make sure you still want to keep the associated history elsewhere if it matters to your workflow.
Practical use
The Contacts area works well when you want to:
- review returning clients
- check a person’s booking history quickly
- clean up old or unwanted contact records