Most contacts land automatically (calls, texts, chats, forms). But sometimes you have a lead that didn’t come through any of those — a referral from a buddy, a walk-in at your shop, a cold call you made yourself. Manual entry is for those.Documentation Index
Fetch the complete documentation index at: https://docs.servicebooked.ca/llms.txt
Use this file to discover all available pages before exploring further.
Add a contact
Fill in what you have
Required: First name (we let you save with just this — you can fill in everything else later).Helpful but optional: last name, business name, email, phone, address (street/city/state/postal), tags, status, notes.Phone is masked as you type —
(613) 555-0100 style. We normalize to +1... format on save.Default status for manual contacts
New manual contacts default to Lead. You can change this when adding (pick a different status from the dropdown) or change later from the contact’s detail page.Source tag
Manual contacts are auto-tagged withsource: manual so you can filter your CRM to “everyone I added by hand.” Useful for distinguishing inbound vs. outbound prospecting.
Quick-add from a conversation
If a contact reaches out via the widget without sharing a phone or email, you can promote them to a real contact from the conversation view:- Open the conversation in Inbox.
- Click Add to contacts at the top.
- Fill in the details you’ve gathered from the conversation.
What about a customer who already exists?
Adding a contact whose email or phone matches an existing record will update the existing record rather than create a duplicate. We surface a “this matches an existing contact” prompt during entry so you can confirm.Next
Import from CSV
For bulk imports — bringing in an existing customer list.
Tags
Organize contacts with free-form labels.