Contacts

Contacts is every student, purchaser and lead in one list. Each row opens a profile that gathers everything you hold about that person, with the raw record one click away behind "Edit details".

Finding someone

• The list shows the 500 most recent contacts. Type a name, email or phone to search the whole collection.
• Chips flag "Do not email", "Newsletter", "Purchaser", and "texted in · no email" for a contact created from a text.

The profile header

Name, badges for email lists and certifications, then email, parent or secondary email, phone, date of birth with age, guardian with "Open their record →", address and source. Actions: "Login as client" (admin only), "Send waiver & medical", and "Edit details". The shirt line tracks whether they have had one.

Overview tab

• Texts sit at the top with a "Write a text…" reply box, when the phone add-on is on.
• Training records: each course with its stage. Click one to open it on the Training Record tab.
• Certifications, Orders and Trips. Orders and Trips need a finance role and show tracking with a "Track on carrier ↗" chip when a parcel is on its way.
• Documents: upload a file, see "Awaiting signature", "Signed ✓", "On file" or "From customer", and use "Signed on paper" for a document they signed physically.
• Signed waivers, matched by the contact’s email, and Classes they are rostered on.

Training Record tab

Shows the full training record for one course — pills across the top switch between records when the person has more than one. This is where sign-off, review questions and physician holds are worked.