The contacts settings page lets you manage the contacts that are in your system that are automatically created when a customer goes through step 4 in the reservation process.

Where can I find the contact settings page?

This page is located under the Contact Category in the settings, highlighted in dark blue in the picture below.

There are 5 tabs on this page which are Contact Categories, Fields, Files, Relation Categories, and Relation Types.

Contact Categories Tab

This tab lets you manage the contact categories that are in the system as well as let you create more categories.

Fields

This tab is the layout of the form that a customer sees when they reach step 4 in the reservation process which is creating a new customer form. You can edit this form to look however you would like to.

Files

This tab lets you upload files that you can use to identify a customer or for references such as a picture of their National ID card or a signed Rental Agreement document.

Relation Categories

This tab gives you an overview of all the “relationship” categories in the system and lets you manage them. An example of a “relation category would be Family. By default, the system creates 3 categories which are Company, Family, and Others.