How to Manually Add a New Contact in PhotoBiz
The Contacts feature in your PhotoBiz Website Package helps you keep track of everyone who interacts with your site — whether they submit a form, place an order, leave a blog comment, save a cart, schedule an appointment, or request a quote or invoice.
All of their details — including email address and any other info they provide — are automatically saved in your Contacts tab.
But you can also add contacts manually, and this guide will walk you through how to do just that!
💡 Need to import a full list instead? You can upload contacts using a CSV file!
PhotoBiz Website Package includes the contacts feature which allows you to keep an organized list of the people who have interacted with your website. This includes contact form submissions, orders, saved carts, blog comments, scheduled appointment, quotes & invoices, and more. When clients or potential clients interact with your website in any of these ways, their email address and any other information they provide to you is all saved in your Contacts tab.
This guide will walk you through creating a new contact by entering their information manually. You can also import existing lists of contacts with a CSV file.
STEP ONE
Log into your PhotoBiz account and click CONTACTS from the left-side menu.
STEP TWO
Click the NEW CONTACT button at the top of your screen.
FINAL STEP
Fill out the contact’s details and click CREATE CONTACT at the bottom of the page.
You’ll see three sections you can complete:
GENERAL INFO
This section is where you add basic details about your contact. Only an email address is required — the rest is optional.
Fields include:
- First Name
- Last Name
- Email (required)
- Phone
- Work Phone Number
- Company Name
- Birthday
- Facebook Profile
- Type (Customer, Lead, or Vendor)
BILLING INFO
Add your contact’s billing address and shipping address (if different).
NOTES
Use this space to jot down any important notes you'd like to remember about the contact — such as how you met, special preferences, or project details.
