Add a Contact to a Client's File

It is possible to add contacts to a client's file in order to specify the individuals associated with that client.

In the Point of Sale, you can add or create a new client and then edit the file by clicking on the blue pencil beside the name Client. 

You can also access it from the main menu on the left by clicking on Clients > Clients, then select the relevant client:

Once in the record, under the Info tab, click on +New next to the section titled "Contacts associated with the client":

A pop-up window will then open, allowing you to fill in the fields related to the contact(s) you wish to add, including:

• Name (the blue magnifying glass allows you to add someone who is already a client in your system);
• Type of Contact (usually other for personal clients);
• Title;
• Email;
• Phone;
• Cellular.

Once all the information has been entered, you can click on Save and Close the window. The contact will then be saved into the client’s record:

Note: You can always remove a contact from a record if it’s no longer applicable by clicking the trash can icon at the end of the contact’s information.