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How to Add Contacts to My Clients
How to Add Contacts to My Clients

How to add multiple contacts into a Client with their individual contact information.

Christa Moody avatar
Written by Christa Moody
Updated over a week ago

You can add a contact to your Clients from the Clients page.

To do this, first go to the Clients page and select a Client.

Then click "+Add Contact".

This will open a pop-up window where you can add a new contact with all their information, and even an optional photo for fast recognition. 

You can add as many contacts to a client as you like, while marking the one of the contacts as the Primary Contact. You can also EDIT the contact by clicking their name in the list.

We hope this helps! Please reach out to us in support chat if you have questions!

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