Add or edit a contact

Add a contact

1. 1

   Open Contacts and click Add contact.

2. 2

   Type the WhatsApp number. Spaces, a leading 0 and a + are fine.

   A number without a country code is read as an Indian number. Type the + and the country code for any other country.

3. 3

   Add a Name, an Email and any of your contact fields, then click Add contact.

Nothing is sent to the number. When that customer first writes, their chat takes the name you gave them.

Edit a contact

1. 1

   Click the contact in the list, or its ⋯ button and then Edit contact.

2. 2

   Change the name, email or any field and click Save.

   A new name shows in their chat too. Clearing a field removes its value.

In a chat, the same details are under Details in the customer panel, with Edit.

Archive a contact

• Open the contact and click Archive, or pick Archive from its ⋯ menu. It leaves the list; their chat and bookings stay as they are.
• Archived contacts are under Archived in the list. Open one and click Restore, or pick Restore from its ⋯ menu, to bring it back.
• An archived customer who writes again stays archived; their chat works as usual.