logo logo

Update Business Info

The Add Business Primary Contact, Secondary Contact, and Billing Address section enable you to manage and update your business's essential contact and billing information. This ensures that your communication and billing details are accurate and up-to-date. You can also add multiple primary and secondary contacts to maintain flexibility in managing business operations.


Key Features:


1. Primary Contact Management:

  1. Add or update Primary Contact details, including name, position, phone number, and email.
  2. Include additional notes for further clarification.
  3. Add multiple primary contacts or remove them as needed.


2. Secondary Contact Management:

  1. Add or update Secondary Contact details, similar to the primary contact.
  2. Manage multiple secondary contacts and remove any as required.


3. Billing Address Management:

  1. Use an intuitive map-based search to locate and input your billing address.
  2. Autocomplete functionality helps you find and select the correct address easily.


4. Flexible Position Options:

  1. Select predefined positions such as Business Owner, Manager, Technical Support, or Other for both primary and secondary contacts.


5. Save and Cancel Options:

  1. Use the Save button to apply changes or the Cancel button to discard them.



Step-by-Step Guide:


1. Log in to Your Business Account

  1. Use your credentials to log in to your WhitDeals Business Account.


2. Navigate to Settings



  1. Locate the navigation bar on the left-hand side of the Dashboard.
  2. Click on Settings to open the settings menu.


3. Go to the Business Section



  1. In the Settings menu, select the Business option.
  2. You will find three sections to manage: Primary Contact, Secondary Contact, and Billing Address.



4. Managing Primary Contact Details



1. Locate the Primary Contact section at the top.


2. Click on the Edit button near the primary contact to update the details.


3. Enter or modify the following fields:

  1. Name: Enter the name of the contact person.
  2. Position: Select from the options:
  3. Business Owner
  4. Manager
  5. Technical Support
  6. Other
  7. Contact Number: Enter the phone number of the contact.
  8. Email: Provide the email address.
  9. Add a Note: Optionally include notes about the primary contact.


4. To add additional primary contacts:

  1. Click the Add Primary Contact button located below the primary contact section.
  2. Fill out the required fields for the new contact.
  3. Use the Remove button to delete any added primary contact.


5. Save your changes using the Save button.



5. Managing Secondary Contact Details


1. Locate the Secondary Contact section below the Primary Contact.


2. Click on the Edit button near the secondary contact to update the details.


3. Enter or modify the following fields:

  1. Name: Enter the name of the secondary contact.
  2. Position: Select from the options:
  3. Business Owner
  4. Manager
  5. Technical Support
  6. Other
  7. Contact Number: Enter the phone number of the contact.
  8. Email: Provide the email address.
  9. Add a Note: Optionally include notes about the secondary contact.


4. To add additional secondary contacts:

  1. Click the Add Secondary Contact button located below the secondary contact section.
  2. Fill out the required fields for the new contact.
  3. Use the Remove button to delete any added secondary contact.


5. Save your changes using the Save button.



6. Managing Billing Address


1. Locate the Billing Address section at the bottom.


2. Use the map feature to search for your address.


3. Type keywords (e.g., “Whitsundays”) in the address input field, and related address suggestions will appear.


4. Select the appropriate address from the suggestions.


5. Save your changes using the Save button or discard them using the Cancel button.



7. Save Changes


  1. After updating the Primary Contact, Secondary Contact, and Billing Address, click the Save button to confirm your changes.
  2. Use the Cancel button if you decide not to save the changes.