Adding and Customizing Contacts

Agendize's CRM allows you to quickly view and consolidate all of your contacts with just a few clicks. All of this important data allows you to manage marketing data directly from the platform

There are two ways to add contacts in Agendize. The first way is completely automated and come from the form a client fills out out when they books either a service or a resource based appointment. Once an appointment is confirmed, the customers info automatically populates inside of a contact. For information of how to customize the form your clients see while booking click here

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The second way to add a contact is by navigating to the Contacts section at the top of the page then clicking the blue New Contact button in the upper right hand corner. From there you can fill in all applicable fields with your contact's information. 

Once a contact is created, you have the ability to add additional information for marketing campaigns, and tags for organizational purposes (click here for more info on tags). To customize a contact, navigate to the the Contacts section along the top of the page, click on the contact you wish to modify, and on the next screen click edit on the top right corner of the contact card. The next page will show editable fields to either update or add new information about a given contact.

Info associated with a contact is very important, it where the Agendize platform gets data it needs for your email and SMS marketing campaigns. Contacts also contain preferences as to what sort of notifications and marketing campaigns can be sent to individuals.