Most contacts add themselves: they fill in a form, message you, or book online. For the ones who phone or walk in, add them yourself. Everything else in Kanamé, from messages to bookings to invoices, hangs off the contact.
Add the contact
- Select Contacts in the left menu.
- Above the list, select the add contact icon (a person with a plus), between Add and Import.
- Enter their First name, and as much of Last name, Email and Phone as you have. A phone number is what lets you text them; an email is what lets you email them.
- Set Contact type to Lead if they’re still deciding, or Customer if they’ve bought.
- Select Save. Adding several at once? Use Save and add another.
Already in your contacts?: Kanamé warns you if the email or phone number matches someone you already have, so you don’t end up with two records for one person. Open the existing contact instead.
Open a contact
Select any name in the list. The contact page shows their details on the left, the conversation in the middle, and everything that’s happened with them on the right: bookings, invoices, forms, notes.
Make the next step obvious
From the contact page you can:
- Add a note: what they asked for, what you promised. Notes are only visible to your team.
- Add a tag, such as newsletter or vip, to group people. Tags are how you choose who gets an email later.
- Add a task with a due date, so following up shows up on your list instead of in your memory.
- Book an appointment or send an invoice straight from the buttons on the page.
Find someone later
Use the search box above the contact list, or the Search bar at the top of every page (⌘K on a Mac, Ctrl K on Windows). Both find people by name, email or phone.
Where to go next
- Add another phone number or email to a contact: home, work and mobile on one record.
- Book, move or cancel an appointment: book them in straight away.
- Choose who gets your email: what tags are for.