How to Open a Contact Profile
Go to Contacts
Use the search bar or list
Click on the contact name
The contact profile opens.
What You See in a Contact Profile
A contact profile usually includes:
Name and email
Phone number (if available)
Tags
Custom fields (if used)
Conversation history
Booking history
Payment history
Notes and tasks
Everything related to that person lives in one place.
How to Read the Activity Timeline
The timeline shows:
when the contact was created
messages sent or received
bookings made
payments completed
automation actions (if visible)
This helps you understand context before replying or taking action.