Keeping your customer contact details accurate and up to date is crucial for smooth communication and running your business effectively. If you schedule appointments using online tools, there’s a handy way to make sure phone numbers from bookings are automatically saved to your contact list, reducing manual work and errors.

📌 Why This Matters

Automatically capturing phone numbers from appointment bookings ensures you always have the right contact information when you need it. This saves time by avoiding the need to manually copy numbers and helps you stay organized, especially when phone details come from different parts of the booking form.

✨ What’s New

• Automatic Sync from Location Phone Number: If a customer provides their phone number in the meeting’s location field and there isn’t a phone number in the booking form fields, that number is automatically saved to their contact profile.
• Mapping Options for Phone Numbers from Form Fields: When phone numbers are entered into form fields during booking, you get a clear choice of which phone number to save—from form fields or the location field. You can also decide not to sync a phone number if you prefer.
• Smooth Handling When No Phone Numbers are Submitted: If no phone number is provided anywhere in the booking (neither location nor form fields), the system simply skips saving a number—no errors or prompts to worry about.

🛠️ How to Use It

1. Step 1: When setting up your appointment booking tool, check if clients enter their phone number in the meeting location or form questions.
2. Step 2: Decide if you want the system to automatically take the phone number from the location field when no phone form fields exist.
3. Step 3: If your booking form includes a phone number field, review and select from the mapping options to control which number gets saved to your contact list.
4. Step 4: If no phone number is provided by the client, no action is needed—the process will smoothly continue without errors.

💡 Pro Tip

Keeping phone numbers automatically synced from your bookings helps you follow up faster with clients, creating opportunities to build relationships and close more sales.