How to add and edit people to your website contacts

Clare Wade avatar
Written by Clare Wade
Updated over a week ago

What does the term 'People' mean in Airsquare?

People can be customers, users, attendees, leads, etc. You can store contact details for each person and add them to tags, email lists and organisations. By adding comments to a person, you can track the interactions/history you have with them.

You can set up custom fields and record these details for each person.

If you want to send out email newsletters, you must add people into Airsquare Contacts first, and then add them to an email list. 

When a new customer places an order, or an attendee registers for an event, we automatically add them in to Contacts > People for you. There is also an option for you to allow people to subscribe to a list during the checkout process (you can add this under Commerce > Settings) or allow them to subscribe by using a subscribe form widget on your website.

How do I add a person?

  1. Go to Contacts > People.

  2. Click Add in the top right.

  3. Enter the contact details, as applicable.

  4. If you've setup Custom fields, you can choose to enter information for these.

  5. Optionally select any Tags you want to give this person.

  6. Optionally select any Email lists that you want this person to be part of. NOTE: The person must have opted-in to receive emails from you.

  7. If you want the person to be able to log in to their account on your website, give them a Username, tick the Password box and select their status as Active.

  8. Under the heading, Account, you can choose to let the Person pay 'On Account'. There is more information on what that means here.

  9. Under the heading, Pricing tier, you can assign a pricing tier to this customer.

  10. You can choose to add gender and DOB for a person.

  11. Optionally, enter an Internal note.

  12. Click Add at the bottom to save.

How do I edit a person?

  1. Go to Contacts > People.

  2. Find the person and click More in the Options column.

  3. Select Edit from the drop-down menu.

  4. Change the details of the person.

  5. Click Update to save.

How do I find a person?

There's two ways to find a person:

  • Using the global search.

  • Using the person search.

To find a person using the global search:

  1. Click on the search icon in the very top right (it looks like a magnifying glass in a blue square).

  2. A search box will appear where you can search for the person.

To find a person using the person search:

  1. Go to Contacts > People.

  2. Use the search to find the person - You can filter by keyword, organisation, tag or email list. If you want to see all the people, just hit the Search button with nothing else selected.

How do I view a person?

  1. Go to Contacts > People.

  2. Find the person, then click View in the Options column.

  3. You'll see a full overview of this person including any orders, tickets, memberships, emails etc.

  4. On this screen you can edit the person etc., using the button links throughout.

How do I add comments to a person?

I have noticed duplicate contacts, how do I merge them?

How do I create a login for a person?

How do I create a membership for a person?

How do I assign a tag to a person?

How do I assign people to an email list?

How do I set up recurring order for people?

How do I delete a person?

  1. Go to Contacts > People.

  2. Next to the person, click Delete.

  3. Click Delete to confirm.

How do I delete multiple people at a time?

  1. Go to Contacts > People.

  2. Tick the checkbox to the left of a person's name to select each person.

  3. Once you've selected all the people you want to delete, go the box under the People list and click the arrows.

  4. Choose Delete, then click on the Go button.

  5. Click Delete.

Did this answer your question?