Tap any contact in the Stackably Admin app to open their profile.
What are the buttons at the top?
Call, Email, Message (text) and Quick Sale (charge this contact). The pencil in the top-right corner edits the contact.
What does each tab show?
Swipe the tabs sideways to see them all.
Overview: contact details and status, Employee / Punch ID with a scannable barcode for attendance scanners and key tags (tap Auto Generate to create one), days until their birthday, lead source, tags and Recent Activity.
Contracts: their memberships. See "Stackably Admin app: managing a contact's memberships."
Progression: belt or rank records. Tap Add Progression to record a new rank.
Billing: saved payment methods, payment authorization, billing address and invoices. See "Stackably Admin app: a contact's Billing tab."
Marketing: their text (SMS) and email history. Type in the box at the bottom to send a text.
Files: documents uploaded for this contact. Tap the cloud icon to upload.
Activity: a timeline filtered by All, Notes, Comm, Events or Finance. Type in Add a note and tap the arrow to save a note. Tap the red trash icon to delete a note.
How do I edit a contact?
Tap the pencil. You can change their Personal details (name, email, phone, date of birth, gender, status, stage, lead source), Work details (company, position, work type, company email) and Address. Tap Save, or Cancel to discard your changes.
