Talo

Contacts overview

Add new clients and manage their information in one streamlined system.

How to add a contact

Link customers' family, friends, and more for stronger client relationships and more personal, connected service.

How to add a sub-contact

Learn how to import your contacts to keep all your information organized in one place and make it easy for clients to book you.

How to import your client list

View and update individual client profiles to keep their information accurate and up to date.

How to view or edit a contact

Learn how to view a client's history, including appointments and orders.

How to view a client's history

How to update a client's status

Easily view contacts by status, track and manage leads, and see exactly which clients need your attention.

How to view contacts by date or status

Learn how to view a client's wallet and add or edit their stored payment methods.

How to manage client wallets

Easily create tasks, link them to your contacts, and set reminders.

How to create tasks & reminders

Learn how to remove a client from your customer list.

How to delete a contact's profile

Customers & contacts

Stay in control of every customer conversation with a smart, organized inbox that helps you message faster, follow up confidently, and never miss a lead.

How to message customers

Saved Replies help you deliver a consistent experience with every client interaction.

How to use Saved Replies

Save time and engage customers with automated emails and texts.

Client notifications and automated messages

Learn how to message customers, create quick replies, and more.

Communicating with customers

Find answers and get help from Intercom Support and Community Experts

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