Create Reservation with Contact
- Jeff Kroon (Unlicensed)
- Luuk Koetsier (Unlicensed)
The GoMeddo Widget allows users to configure either the creation of a Contact or Lead when a reservation is created. Users can configure this in the Configuration page: welcome.gomeddo.com/business/{name}/configure/settings
This page describes the configuration for Contact
Contacts with Duplicate Contacts
The GoMeddo Widget allows you to create reservations with Contact records. When creating Contacts there are usually two situations:
Create new Contact (or Contact with Account when Company Name is filled in)
Create Reservation with existing Contact when exact match on email is found
The table below shows the behaviour of the duplicate records when using Contacts to create Reservations
Prerequisite
Registrant type: Contact
Table
Input | Result |
|---|---|
Create reservation with new email address | New contact is created |
Create reservation with existing email on contact | Contact with matching email is used for creating a reservation |
What happens with the Company field?
Use Company field | Contact |
|---|---|
Checked | Account Name is filled in with value entered in widget, considering the Account Duplicate Rules When no value has been filled in, only a Contact record is created and thus the Contact is Private |
Unchecked | Account is left empty and thus the Contact is Private |
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