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[Desktop] How to Manage Bookings & Contacts in Topline Pro
[Desktop] How to Manage Bookings & Contacts in Topline Pro

Prospective customers can now reach out to you through your website! Here's how to view additional info about your job leads and contacts.

Sam Goldman avatar
Written by Sam Goldman
Updated over a week ago

How to View Bookings (Job Leads)

1. Navigate to https://app.toplinepro.com/ to access Topline Pro and click on "Bookings" on the left panel.

From the home page, click on "Bookings" on the left panel

2. All leads that have reached out to you through the form on your website will show up here. You can click on "View" within a booking row for more information about that lead.

Click on "View" for the booking you want more information about

3. A panel to the right will appear that provides more information about the booking request.

A panel to the right will appear that provides more information about the booking

How to Create a Contact

1. Navigate to https://app.toplinepro.com/ to access Topline Pro and click on "Contacts" on the left panel.

From the home page of your dashboard, click on "Contacts" on the left pane

2. Click on "Add Contact"

Click on "Add Contact"

3. On the right hand panel, enter the contact's information in the correct boxes.

On the right hand panel, enter the contact's information in the correct boxes

4. Click on "Save" in the upper right corner

Click on "Save" in the upper right corner

How to Edit a Contact

1. Navigate to https://app.toplinepro.com/ to access Topline Pro and click on "Contacts" on the left panel.

1. From the home page of your dashboard, click on "Contacts" on the left pane

2. Click on "Manage" for the contact you want to edit.

Click on "Manage" for the contact you want to edit

3. Click on "Edit" from the drop down menu

Click on "Edit" from the drop down menu

4. Make any changes to the fields on the right hand panel.

Make any changes to the fields on the right hand panel

5. Click on "Save" to confirm the changes.

Click on "Save" to confirm the changes
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