Contacts

Every person who's booked, ordered, filled out a form, or subscribed — automatically organized into one list. You never type in a contact by hand.

The customer list your business already has — organized automatically.

Every time someone books an appointment, places an order, submits a form, or signs up for your newsletter, they're added to your Contacts list. Reach the same person through three different channels and it's still one contact, not three.

What's included

  • Builds automatically — no manual entry, ever
  • Deduplicated across every channel automatically
  • Full activity timeline per contact — what they did, and when
  • Which website it happened on, if you run more than one
  • Search by name, email, or phone
  • Filter by tag or subscription status
  • Freeform tags for grouping your own way
  • CSV import, with column matching and a preview before anything is saved

Who it's for

Any business that wants one trustworthy list of everyone who's interacted with them — instead of a spreadsheet, or whichever tool happened to capture the interaction first.

Included on every plan, whether or not you have a website with us.

You don't build the list. It builds itself.

1

Someone interacts with your business

They book an appointment, place an order, submit a form, get a quote, or sign up for your newsletter — on any of your websites.

2

They're added to Contacts automatically

No data entry. If they've reached you before through a different channel, they're matched to their existing record instead of creating a duplicate.

3

You see the full picture

Every contact's page shows a timeline of everything they've done. Search, filter by tag, and pick up the relationship with context.

One list, managed from your portal.

Timeline

See exactly how someone found you and every time they've come back — placed an order, booked a visit, submitted a form — each with a date.

Search & Filter

Find anyone by name, email, or phone in seconds. Filter your list by tag or by subscription status.

Tags

Group contacts your own way — repeat customers, a service type, a season — and filter or email by tag whenever you need to.

CSV Import

Bringing in an existing list? Match your spreadsheet's columns to the right fields and preview exactly what will be added before anything is saved.

Buying from you isn't the same as subscribing to you — and we keep it that way.

A contact and a subscriber aren't the same thing. Someone who places an order or books an appointment becomes a visible contact, but they are not added to your marketing email list unless they explicitly opt in. And once someone unsubscribes, they stay unsubscribed — permanently. Re-importing a spreadsheet or getting a new order from them can't resubscribe them.

Contacts is what connects your Bookings and your Broadcasts.

Every appointment, order, or form fills the same list your email campaigns send to. No exporting, no spreadsheets, no retyping anyone's information twice.

1

A customer books an appointment

Through your Bookings page, it's automatically logged as their first — or latest — interaction with your business.

2

They land in Contacts, tagged how you like

Tag them "booking," "regular," or however your business organizes people. No separate list to maintain.

3

Later, send a Broadcast to that tag

Reach everyone in that tag who's opted into marketing email — no export, no re-upload, no retyping.

Stop Retyping the Same Customer Three Times

Contacts is built automatically, on every plan. See it for yourself.

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