Adding Contacts
Navigate to Contacts from your My Account menu. Click + New Contact to open the contact form. Fill in the first name (required), plus any optional details: last name, email, phone, company, source, event date, and partner name.
Searching and Filtering
Use the search bar at the top to find contacts by name, email, or company. Toggle between Active and Archived status using the dropdown.
Contact Details
Tap any contact card to open their full profile in the detail drawer. From there you can view and edit all their information, see linked projects, documents, bookings, and notes.
TipContacts are automatically created when someone submits a lead form or books an appointment through your booking page.