How to Create a Contact

To create a new contact, click New Contact.

contacts
New Contact button

From the New Contact form, you will need to enter the following information:

  • What is the name of this customer?
  • What is their date of birth?
  • What is their gender?
  • What is their email address?
  • What is their phone number?
  • What is their physical address?
  • Should this contact receive automated appointment notifications?
  • Should this contact receive automated event notifications?
  • Should this contact receive email broadcasts?
contacts
New Contact form

Once the form is complete, click Create Contact.

Last updated: by Scott Laberge

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