Handling Client Contacts

Adding a client’s contact(s) can be done at any time after the client is in the system. You’ll want to add at least one as an emergency contact. 

1. Open a client’s profile. 

2. In the Personal tab, go to the Contacts section. Select ADD CONTACT.   

 

3. Complete the fields in the window. Fields with an asterisk (*) are required. Select SAVE. 

 

Note: Notice the Type and Relation drop-down menus. You may add multiple contacts based on the type of contact and relationship to the client. Using the SAVE and ADD NEW option allows you to add multiple contacts without having to leave the screen. 

 

4. To Edit or Delete a contact, just use the options menu.