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What this helps you do

Contacts keeps people organized across Trellis. Use it to find guests, owners, vendors, teammates, and prospects, then jump to their messages, reservations, tasks, and related records.

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Before you start

  • Connect your communication and property systems so Trellis can match people to conversations and reservations.
  • Decide who on your team can create, edit, merge, or delete contacts.
  • Use clear contact types so your team knows who each person is.

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Find a contact

1

Open Contacts

Choose Contacts from the main navigation or open a contact from Inbox, Tasks, Properties, or a reservation.
2

Search

Search by name, email, phone number, company, property, reservation, or tag.
3

Open the profile

Review contact methods, tags, linked records, and recent conversations.

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Keep profiles clean

Good contact records help your team avoid duplicate messages and wrong-person replies.
  • Add a clear name when a contact comes in as unknown.
  • Keep email addresses and phone numbers up to date.
  • Merge duplicates when the same person has more than one profile.
  • Use tags for groups your team needs to find later.
  • Check linked conversations before deleting or merging a contact.

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Contact types

Common contact types include:
  • Guest - someone staying at a property or asking about a stay.
  • Owner - a property owner or owner representative.
  • Vendor - a cleaner, repair vendor, supplier, or outside partner.
  • Team member - someone in your company.
  • Prospect - someone who may become a guest, owner, or partner.

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How to check it worked

  • The contact appears in search.
  • Messages and reservations link to the right person when Trellis can match them.
  • The profile shows the correct type, contact methods, tags, and related records.
  • Duplicate contacts are merged or marked clearly for cleanup.

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Common problems

Open the profile and add the name, type, email, or phone number your team knows. Trellis can match more records once the profile has good details.
Review both profiles first. Merge them only when you are sure they are the same person.
Check the email address or phone number on the contact, then update the contact or ask an admin to help merge records.

Inbox

Read and reply to conversations tied to contacts.

Properties

Connect owners, groups, and property records.