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

How to import or add your customer 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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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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