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Add more contacts to a client

Keep a spouse, tenant, or office manager on the account without duplicate clients.

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

The edit client page with primary contact, communications, additional contacts, and properties sections
  1. Open the client's profile and click Edit Client.

  2. Scroll to Additional contacts and click Add contact.

  3. Enter their name and contact details.

  4. 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.

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