Contact Management

Learn what OnceHub Contacts are, and how they're created from Booking links, Routing Forms and Chatbots. Learn how OnceHub Contacts unify customer data from bookings, chatbots, and forms into a single activity record using email and phone number identification.

Learn how to manually edit, delete, and merge contacts in OnceHub, use APIs for contact management, and understand the impact on CRMs and calendars.

Learn how to import up to 7,000 contact records into OnceHub using a CSV file. Quickly add essential customer details for tools like Phone Agent.

Learn how OnceHub uses email and phone numbers to link activities to contacts. Understand the logic behind primary identifiers and guest notification rules.

Understand the risks of scheduling without an email address. Learn how it impacts calendar invites, CRM syncing, and why SMS is vital for preventing no-shows.