Manage contact requests

Every request a visitor sends lands in your dashboard, and you can be emailed the details too. From the same card as your appointments you can switch to Contact requests, filter by date, open a request to see everything, and delete the ones you've handled.

1. 1

   Find your contact requests

   Open your dashboard and look at the appointments card. Use the title switcher to change it from Appointments to Contact requests. The switcher only appears once contact requests are turned on.

2. 2

   Filter by date

   Use the date filter to narrow the list to Today, This week, This month, This quarter, This year, or All time. The newest requests are shown first.

3. 3

   Open a request

   Click any row to open its details: the visitor's name, email, phone and message, plus when it came in. The email and phone are clickable, so you can reply or call in one tap.

4. 4

   Delete a request

   Once you've followed up, use the delete button to remove a request. This clears it from your dashboard for good, so keep only the ones you still need to act on.

   Contact requests share the same card as your appointments. If you use both, switch between them from the card's title. Want a heads-up on every new request? See Contact request notifications.

Common questions