How to Add a Phone or Email for a Client

Follow the steps to create a client if you haven't already created one.

Go to the Clients page (step1) and select a client (step2).

Step 1

Step 2

On the selected client's page, add a phone number and an email and click Add Contact.

Each contact needs to be added individually.

The added contacts will then run through validation and return the results as follows:

Added phone number validation details.

Added email validation details.

Created contacts are auto-notifiable by default.

Client phones and emails cannot be updated with different values. To update a client's existing contact, delete the contact and add a new one.