How do I create a new contact?
All your guests are listed in the Contacts tab. If you would like to add a new contact, this is done either automatically when you......
How can I delete a contact?
To delete a contact from your reservation system, click on the Contacts tab and then on Edit contact on the contact's page and then on......
What are tags and what can I use them for?
You can use tags to organize your contacts into groups. These can be tags such as “regular guest”, “vegetarian” or “Christmas party 2025”. Some tags......
How can I merge duplicate contacts?
If you discover that you have created two contacts in CentralPlanner, you can merge them into a single contact. This means that one person is......
How can I import contacts into CentralPlanner?
If you have already collected contact data with another system or for a newsletter distribution list, you can also import this into CentralPlanner. Ideally, this......
How can I export bookings and contacts?
You can export both your bookings and your contacts (guest data). Please note that you need owner or admin rights in your CentralPlanner account in......
How can I edit an existing contact?
All your guests are listed under Contacts. To subsequently edit contacts or add details, you can click directly on the name of a guest and......