Exploring Activities and Actions on the Contacts Page

Hey, today we'll talk about the different activities you can do when you're on the contacts page. Let's dive in!

Accessing the Contacts Page

When you reach the contacts page, you'll see a table with two sections: Customers and Leads. Clicking on a contact or a customer will reveal various actions and data points available for that contact.

Summary Page

On the summary page, you can:

• View related contacts of the selected contact (e.g., SAM).

• Check and add tags (e.g., student tag).

• Review subscriptions, courses, and packages.

• Add a related contact or referral.

• Change the password.

• Edit the profile.

• Merge profiles if there are duplicates.

• Archive the customer.

Bookings

In the bookings section, you can see:

• Upcoming bookings.

• Classes or courses attended.

• Appointments attended.

• Waitlisted items.

• Cancellations.

• Missed appointments.

Payments

In the payments section, you can:

• View and add safe payment methods.

• Check orders and payments.

• Review payment plans.

• Refund items or bill details within orders.

Timeline

The timeline is the most powerful feature where you can see all activities for the contact. For example:

• Unlimited monthly valuation.

• Card additions.

• Lead status changes.

Documents

In the documents section, you can:

• View sent agreements and their status (signed or not).

• Send new documents or agreements.

• Fill new SOAP notes.

• View filled forms.

Referrals

If you have an active referral program, you can:

• Add referrals.

• Track invitations sent and accounts created.

• Check if the contact has received their report.

Details

In the details section, you can:

• Edit the profile.

• Change communication and notification preferences.

• Add an emergency contact.

That's about it for exploring activities and actions on the contacts page. In the next video, we'll talk more about the different file functions available for pricing options.