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How To Add Or Edit A Contact

Accurate contact records power billing, marketing, and support. Bad data costs us time and trust. Use these steps to get it right the first time.

 

Preconditions

  • You’re logged in to Punchey Live.

  • You’ve searched to confirm the customer isn’t already in the system (duplicate contacts break reporting).

Creating a New Contact

There are three legit ways. Pick the fastest that fits your flow.

Method 1 – Quick‑Add via Global Search (fastest)

  1. Click the global search bar (top centre).

  2. Type the customer’s name, phone, or email. If a match appears, stop—use the existing record.

  3. At the bottom of the dropdown, hit + Add New Contact.

  4. In the New Contact form, complete at minimum:

    • First & Last Name

    • Phone or Email (we reccomend both for the best record keeping!)

      • This also helps us prevent duplicates, we'll let you know if we find anothing matching record by phone or email)

  5. Click Save Contact (or Save & Add Booking if you’re scheduling right away).

Method 2 – “+” Quick‑Actions Menu

  1. Smash the green + button (top‑right toolbar).

  2. Choose Add Contact.

  3. Fill out the same New Contact form → Save Contact.

Method 3 – Customers Module

  1. In the left sidebar, open Customers.

  2. Click + New Contact.

  3. Complete the form → Save Contact.

Editing an Existing Contact

  1. Locate the contact (search or Customers list) and open their profile.

  2. Hover over the contact’s name until the blue pencil icon appears.

  3. Click the pencil to open the Edit Contact form.

  4. Make your changes → Update Contact.

Typical Edits

  • Fixing typos in names or phone numbers.

  • Marking a record Tax Exempt (checkbox on the form).

  • Adding missing email addresses for marketing campaigns.

Restriction: If the contact is tied to an open invoice, finish/void the invoice before editing.

Best Practices (Do These… or Regret It Later)

  • Capture at least one unique identifier—phone or email. “Anonymous Cash” wrecks follow‑ups.

  • Use proper case: “John Smith”, not “john smith”. It shows up exactly how you enter it in emails and texts.

  • For businesses, fill Company Name; leave it blank for individuals.

  • Spot duplicates? Merge immediately (Actions sidebar → Merge Contact).