Section · 4 guides
Contacts & CRM
Manage your guest database, profiles, conversations, tags, and segments.
Contacts & CRM — Your Guest Database
The Contacts page is your guest customer database (CRM). It collects everyone who has booked, messaged, or been added manually — with bookings, spending, and tags in one place.
7 steps
Contact Profiles — The Full Guest View
Click any guest to open their profile drawer: contact details, lifetime stats, full booking history, loyalty tier, tags, and private staff notes — all in one slide-out panel.
7 steps
Conversations & Shared Inbox — Talking to Guests
See where each guest came from, reach them on WhatsApp in one click, and understand how your guest messages flow in through the AI agent channels.
6 steps
Tags, Segments, Import & Export
Organize your guest list with tags, filter it into focused segments, and move contacts in and out using CSV import and export.
7 steps