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My First Contact

Modified September 13, 2017 | Created July 10, 2017 | Jeff Valair

Filed under Quick Start Guide

Let’s create a contact!

  1. Click New Contact on the toolbar in the main window.  The customer profile window will open.

  2. In the Name tab, enter the First and Last name of the customer.


    Optionally enter the Title or Salutation.

  3. Optional.  Enter the Email address and click Add.

  4. Optional.  Click the Home tab and enter home address and phone numbers.

  5. Optional.  Click the Business tab and enter business address and related information.

  6. Click OK to save.

» Continue to My First Booking

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