Creating Customer Contacts
When You Need to Create Contacts
Most contacts are created automatically when customers book online. You only need to create contacts manually for:
Walk-in customers paying cash or check
Setting up offline payment subscriptions
Phone bookings for customers without internet access
Existing tenants you're migrating to Stortech
Required Information
Before creating a contact, gather:
Customer Details
First and last name (as on ID)
Phone number (10 digits)
Email address
Preferred language (French/English)
Address Information
Street address
City, province, postal code
Must be complete for invoicing
Step-by-Step Guide
Step 1: Access Contacts
From your facility dashboard:
Click Contacts in the main menu
Click Add New Contact or Create Customer
Step 2: Enter Customer Information
Name Fields
Enter exactly as appears on ID
Use proper capitalization
Include middle name if customer prefers
Phone Number Format ⚠️
Enter exactly 10 digits
NO spaces, dashes, or parentheses
✅ Correct: 4389652147
❌ Wrong: (438) 965-2147
Email Address
Double-check for typos
Verify customer has access
Used for all communications
Language Preference
Select French or English
Affects all future communications
Can be changed later if needed
Step 3: Add Address
Using Address Autocomplete
Start typing the street address
Select from dropdown suggestions
City/province/postal code fill automatically
Manual Entry If address doesn't appear:
Enter complete street address
Add city and province
Include postal code
Step 4: Save Contact
Review all information
Click Save Contact
Customer appears in your database
Ready for manual booking
Best Practices
Data Accuracy
Always verify spelling of names
Confirm phone number twice
Test email address if unsure
Match language to customer preference
Avoiding Duplicates
Before creating new contact:
Search by phone number
Search by last name
Check similar spellings
Update existing if found
Privacy & Security
Only collect necessary information
Keep customer data confidential
Don't share between facilities
Follow privacy regulations
Common Issues & Solutions
Phone Number Not Accepted
Problem: System rejects phone number Solution:
Remove ALL formatting
Count digits (must be exactly 10)
Don't include country code (+1)
Check for typos
Address Not Found
Problem: Autocomplete doesn't find address Solution:
Check internet connection
Try different format (number first)
Verify address exists in Google Maps
Enter manually if needed
Customer Already Exists
Problem: Duplicate customer warning Solution:
Search existing contacts
Update existing record instead
Merge if accidental duplicate created
Use consistent data entry
Email Delivery Issues
Problem: Customer not receiving emails Solution:
Verify email spelling
Check customer's spam folder
Confirm email is active
Try alternative email
Data Format Quick Reference
| Field | Format | Example | |-------|--------|---------| | Name | Proper case | Jean-Pierre Dubois | | Phone | 10 digits only | 5145551234 | | Email | Standard email | [email protected] | | Postal Code | With space | H2X 1Y7 |
Tips for Efficiency
Quick Entry
Tab between fields
Use address autocomplete
Save frequent entries
Create templates for common scenarios
Bulk Import
For multiple customers:
Prepare spreadsheet first
Ensure consistent formatting
Contact support for bulk import
Verify after import
Next Steps
After creating contacts, learn how to Create Manual Bookings.
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Need help? Contact support at [email protected] or use our live chat.