Create your first few Beacon records

Updated a year ago

link It's time!


Assuming you've been able to resist the temptation, you're about to create your first record in Beacon. Even if you haven't resisted the temptation, we'd still like to invite you to create a record now.

You can follow our written step-by-step instructions below or click on the following video to learn how to create your first Beacon records.

link Video instructions:

link Written instructions:

  1. Make sure you are logged in to your Beacon account. When you log in, Beacon opens to your dashboard.

  2. On the sidebar locate the record type called 'People'. sidebar people

  3. From the people record type, click on the 'ADD PERSON' button near the top of the page. Add person

  4. Add as much or as little information as you'd like about your person. We suggest you keep your entries silly, both for the fun and also to make your test records easy to identify and delete later. When you've entered in all the details you'd like, click 'CREATE'. Harry Potter recrod type

  5. Congratulations! You've created your first records!

help_outline You can view your list of records by clicking on the 'People' record type again.

Next article navigate_next
Updating records
navigate_before Previous article
Beacon record types

Contact Us

It'd be great to hear from you! To reach out, fill in your details below and we'll get back to you.


Register for webinar

To join this webinar, please enter your details below and we'll send you details on how to join.