allows you to modify customer and partner details, ensuring your records are up-to-date. This helps tourism operators maintain accurate records for bookings and marketing, leading to better communication and personalised service. For example, you can update a guest's phone number to confirm booking details or add notes about their tour preferences.
Accessing this feature
Go to Contacts.
Click on the contact name in the list.
Click the Edit button (or pencil icon) on the contact's profile page.
How to use it
As mentioned, click the Edit button (or pencil icon).
An editable form appears. Fields include:
First name
Last name
Email address
Phone number (mobile, landline, etc.)
Address (street, suburb, state, postcode, country)
Company name (if applicable)
Notes (for special information)
And any custom fields.
Change each field as needed. For example:
If a phone number changes, delete the old number and type in the new one.
To add a note about tour preferences or dietary requirements, type it into the "Notes" section.
Check all fields.
Click Save. The contact details are updated. The system confirms the update and returns you to the profile page.
Tips for Effective Contact Management
Review your contact list regularly (e.g., quarterly) to catch outdated information.
Update details immediately when a guest provides new information (e.g., phone number).
Record preferences, requests, or feedback in the Notes section to offer personalised service (e.g., "Loves birdwatching").
Verify contact details before sending important communications like booking confirmations.
Ensure your team knows how to access and update contact information.
Accurate contact details allow you to segment contacts for targeted marketing (e.g., identify guests who love adventure tours).
Need help?
For further assistance, contact us at [email protected]