How to add people from a business card, text or web page

Smart add saves typing. Give it a business card photo, some pasted text or a web page, and it fills in the person and the company. Nothing is saved until you check it and click Save.

1. Open Smart add

Click Smart add at the top of Contacts & acts or Clients & venues, or choose Smart add (card, text, web) from the Add new (+) button.

2. Pick a source

• Scan a card: click Take or choose a photo. On a phone this opens the camera. Fill the frame with the card, in good light.
• Paste text: paste an email signature, a message or notes.
• From a web page: type the web address of a venue, company, agency or person. A Contact or About page usually works best.

Then click Read it.

3. Check and save

1. Under Person, fix anything it got wrong. Untick Person to skip them.
2. Under Company or venue, check the details and tick Client, Venue, Booking source or Vendor. Untick it to skip the company.
3. If they may already be in your list, you'll see Already in your list?. Pick the existing one to fill in only what's missing (nothing is overwritten), or choose to add a new one.
4. Leave … works at … ticked to link the person to the company.
5. For a card, tick Keep the card photo with the contact to save the photo. It shows in a Business card box on their page.
6. Click Save. Start over clears it.

GigTools opens the new contact (or company) so you can add anything else with Edit.

Smart add is part of Pro and Agency. Owners, admins and agents can use it.