Adding a contact
Most contacts arrive on their own, from your booking page and contact forms. Add someone by hand when they've reached you another way: a call, an Instagram DM, a chat at a wedding fair, or a referral from a friend.
Adding someone
- Go to Contacts → Contacts and click Add contact. On desktop you can also hover Contacts in the sidebar and click the plus.
- Choose a Contact type: Lead if they haven't committed yet, Client if they have.
- Enter their Name. It's the only required field.
- Add their Email, Phone and Company if you have them.
- Click Create contact.
CoreHue opens their page so you can get straight to work: send a message, create a proposal, or start a booking.
A contact without an email can't be sent anything, so documents, galleries and messages have nowhere to go. If you only have a phone number today, add the email when you get it.
You can add an address later with Edit on their page. See Editing a contact's details.
If they're already in your contacts
As you type an email address, CoreHue checks it against your active contacts. If it finds a match, a Possible matches panel appears saying "You may already have this contact", with a Use contact button.
Use it, so that person's whole history stays on one page.
The check only looks at the email address, and only at active contacts. Two people with the same name and different emails won't be flagged, and neither will an archived contact. See Dealing with duplicate contacts.
Adding a contact while you work
You don't have to stop what you're doing. In the new booking form, choose Add Contact at the bottom of the contact list, fill in their details, and they're selected as soon as you save.
Lead or client?
Pick Lead for almost everyone you add by hand. CoreHue changes them to Client by itself the first time they book, pay or sign a contract.
Pick Client when they've clearly already worked with you, like a past client from before you used CoreHue. See Leads vs clients.
Field limits
| Field | Maximum |
|---|---|
| Name | 200 characters |
| 320 characters | |
| Phone | 50 characters |
| Company | 200 characters |
Frequently asked questions
Can I import a list of contacts?
Not at the moment. CoreHue doesn't have a contact import, so contacts are added one by one. Your booking page and contact forms will fill your list as new people get in touch.
Is an email address required?
No, only the name is. But without an email you can't send that contact a message, document or gallery, so add one as soon as you can.
Does adding a contact send them anything?
No. Creating a contact is silent. Nothing reaches them until you send a message, document or gallery.
Can I add someone's address when I create them?
The address fields are on the edit form. Create the contact, then click Edit on their page to add their street, city, state, zip and country.