Contact Management

Learn how OnceHub Contacts unify customer data from bookings, chatbots, and forms into a single activity record using email and phone number identification.

Manage your OnceHub contacts from one central page. Filter, import, export, bulk delete, and use inline grid editing to update contact records instantly.

Learn how OnceHub creates, updates, and deletes contacts. Discover duplicate prevention methods, API functionality, and how edits impact CRM integrations.

Learn how to import and export contact records via CSV in OnceHub. Discover how to map headers, view imported lists, and export custom filtered contacts.

Discover the OnceHub Contact page. View activity history, edit contact details, and use the AI Contact Summary pane to analyze intent and prepare for meetings.

Review guest details, activity timelines, and future meetings on the OnceHub Contact Detail page. Learn how to update properties and view interaction history.

Learn how OnceHub identifies contacts, prevents duplicate records, and processes merges. Understand how updates affect guest email and SMS notifications.

Learn how OnceHub resolves duplicate records, matches contacts via email or phone, and combines information safely during the Merge Contacts process.

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.