Sometimes more than one person belongs on an account — a spouse who also schedules work, a tenant at the property, an office manager who handles the bills. Additional contacts keep everyone reachable without creating duplicate clients.
Add a contact
Open the client's profile and click Edit Client.
Scroll to Additional contacts and click Add contact.
Enter their name and contact details.
Click Update client to save.
Note: The Primary contact is the name the account lives under. Additional contacts ride along with it — if a different person should own the account, edit the primary contact instead.
Related: View and edit a client's details.
