Contacts / CRM List

Perhaps you want to see a list of guests who have stayed with you? Or maybe you want to use an external email marketing platform to inform past guests of upcoming specials or news? 

The contacts/CRM list in Smoobu is for you!

Where to find your contact list

In Smoobu, click Contacts on the left toolbar or here for a direct link.

Exporting the contacting list

Click the blue Export button, and select Excel, PDF or CSV format. After selection, a download will commence. 

Search

To search for a specific guest, type their in the box on the top right. Results will automatically pull up. The search looks like like so:

Add a guest

To add a contact, click the Add new guest button in the top left corner above your contacts. It looks like so:

Edit, Delete, Merge

Click on the three little horizontal bars on the far right of each contact, followed by Edit, Delete or Merge. 

• Click Edit to add additional information on the guest such as their address. You can also replace any information as needed.
• Click Delete to remove the contact from your list entirely.
• Click Merge to merge two contacts into one. This occurs when you have guests who stay multiple times.

Enter a direct booking

Maybe you have a guest who wants to stay with you again, and you don't want to enter their contact information again? 

Click the three horizontal bars, followed by Enter Booking.

A pop up will appear. Enter the dates they wish to stay, select the accomodation, enter pricing info and any additional details. Click Save when done.

Sorting

Your contact list can be sorted alphabetically by guest name. To do so, click on Name. To reverse, click Name a second time.