Adding a New Contact to an Existing Client - Step by Step

Adding a New Contact to an Existing Client - Step by Step

Through the progression of providing services to a client you might come across new contacts you'd like to store within your database. To attach a new contact to an existing client profile follow the steps below:

Step 1: Open up the profile of the client you would like to add a contact to. You can search for a client by utilizing the search options on the left hand side bar, or select the client from your dashboard. 


Step 2: Press the 'Edit Account' button from the profile tab.


Step 3: Once your page reloads, scroll to the very bottom and add in your new associated person and press the 'Link Person' button.
Tip: For a more detailed explanation of associated person(s) and client intake please press here.


Step 4: After adding in the contact information press the Save button!
Note: All fields with a Red header are required, make sure and fill those out!