What is the Contacts tool?
/ What is the Contacts tool?

What is the Contacts tool?

Quick answer: The Contacts tool is your built-in mini CRM. Every time someone interacts with your booking pages, vrtual.ly automatically creates or updates a contact profile for them.

Details:

  • What you see on a contact profile Name and email address Location (city, state, country) First contact date and last contact date Has ever purchased (Yes/No) Number of free sessions granted, with an option to edit Activity timeline Each contact has a full activity feed that shows everything they have done with your business in chronological order, including viewing events, viewing packages, buying packages, booking sessions, and more.
  • Every entry is timestamped so you can see how their interest and engagement has developed over time.
  • Actions you can take From the contact profile you can quickly: Send message ÔÇô follow up with the client directly.
  • Make a note ÔÇô add a private note only you can see.
  • Schedule appointment ÔÇô book time for the client without making them go back to your public page.
  • Share review link (Public Links) ÔÇô send them a link to leave a review about their experience.

Good to know: This makes Contacts the best place to understand each client, manage relationships, and drive repeat business.