# Your CRM, part 3: contacts and bookings: video tutorial

> Add and update customers, find anyone by name or number, see their history, and book, move, complete or cancel appointments.

Source: https://vaakyo.com/tutorials/crm-bookings

0:00 / 1:24

# Your CRM, part 3: contacts and bookings

Vaakyo

CRM · 1:24

 Audio: English   Off 

## Chapters

1.   0:00 Contacts are your customers. Every caller becomes one, and the agent keeps their details up to date. You can add people yourself too. 
2.   0:10 A name and a phone number, the stage they're at, and your own fields, like their city and usual size. 
3.   0:19 Her page opens: details, bookings, orders and calls, all in one place. Edit to move her on to the next stage. 
4.   0:28 Find anyone by name, or by a few digits of their number, and open them to see their history. 
5.   0:36 Now bookings. Pick the calendar and the service, and its free times show up. Times already taken, closed days and breaks never appear. 
6.   0:46 Tap a time, choose the customer, and book. Two people can never get the same slot. 
7.   0:54 Plans changed? Reschedule from the booking's menu. Its own time stays free for it while you choose. 
8.   1:02 After the appointment, mark it completed, or no-show if they didn't come. Cancel frees the time for someone else. 
9.   1:11 Use the filters to see the next days, the past month, or cancelled bookings too, and search by name, phone or service. Next: orders, and your agent. 

Add and update customers, find anyone by name or number, see their history, and book, move, complete or cancel appointments.

 …more 

## Up next

 [1:51 Your CRM, part 4: orders, and your agent using the CRM Vaakyo · CRM](https://vaakyo.com/tutorials/crm-orders)[1:53 Transfer a call to a person Vaakyo · Agents](https://vaakyo.com/tutorials/call-transfer)[0:51 A quick tour of the console Vaakyo · Getting started](https://vaakyo.com/tutorials/console-tour)[1:02 Create your first agent Vaakyo · Agents](https://vaakyo.com/tutorials/create-agent)[0:59 Build and analyze with Composer Vaakyo · Agents](https://vaakyo.com/tutorials/composer)[1:04 Tune an agent's settings Vaakyo · Agents](https://vaakyo.com/tutorials/agent-settings)[0:54 Teach agents with a knowledge base Vaakyo · Agents](https://vaakyo.com/tutorials/knowledge-base)[0:57 Connect your systems with MCP Vaakyo · Agents](https://vaakyo.com/tutorials/mcp-tools)[0:53 Review your calls Vaakyo · Calls](https://vaakyo.com/tutorials/calls)[0:50 Call a list with a campaign Vaakyo · Calls](https://vaakyo.com/tutorials/campaigns)[0:43 Reports and logs Vaakyo · Calls](https://vaakyo.com/tutorials/reports-logs)[0:47 Send call events with webhooks Vaakyo · Developers](https://vaakyo.com/tutorials/webhooks)[0:36 Create an API key Vaakyo · Developers](https://vaakyo.com/tutorials/api-keys)[0:41 Invite your team Vaakyo · Workspace](https://vaakyo.com/tutorials/team)[0:43 Credits, plans and invoices Vaakyo · Workspace](https://vaakyo.com/tutorials/billing)[0:55 Get a phone number Vaakyo · Calls](https://vaakyo.com/tutorials/phone-numbers)[1:26 Test an agent before it goes live Vaakyo · Agents](https://vaakyo.com/tutorials/test-agent)[1:10 Debug an agent Vaakyo · Agents](https://vaakyo.com/tutorials/debug-agent)[0:56 Teach Composer with skills Vaakyo · Agents](https://vaakyo.com/tutorials/composer-skills)[1:11 Connect your CRM: look up and update entries mid-call Vaakyo · Developers](https://vaakyo.com/tutorials/crm-tools)[1:10 Send call results to your CRM and dashboard Vaakyo · Developers](https://vaakyo.com/tutorials/crm-results)[1:44 Your CRM, part 1: set it up for your business Vaakyo · CRM](https://vaakyo.com/tutorials/crm)[1:31 Your CRM, part 2: products, services and stock Vaakyo · CRM](https://vaakyo.com/tutorials/crm-catalog)

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