Additional Contacts For Existing Customers

Keeping details of another contact linked to the initial customer

When the primary customer, typically the bill payer associated with a student, requires additional contacts to be linked to their profile, such as another parent, close relative, or family friend, it's important to keep these details readily available for various purposes including emergencies, communication, and marketing.

Here's how to add additional contacts as admin:

1. Click < to the right of Customers.
2. In the expanded menu click View All.
3. Locate the customer's profile that you wish to add contacts for.
4. Open their profile by selecting their name, and go to the Contacts tab, you'll find the option to Create an additional contact.
5. Input the basic information of the additional contact, ensuring their details are saved for emergency situations and enabling communication via the messaging system. This includes the ability to send invoices, payment reminders, and receipts directly to them.
6. And don't forget to Save.

If you allow customers to access the portal, they can add additional contacts for emergencies, communication, etc.

Here's how customers can add their additional contacts through the portal:

1. Log in to the customer portal.
2. Click Profile on the menu at the top of the page.
3. Click Contacts.
4. Click +Create button and input the basic information of the contact, enable communication, and/or save for emergencies, receive invoices, payment reminders, etc.
5. Don't forget to Save your changes.

By incorporating additional contacts into customer profiles, you can enhance communication efficiency and ensure comprehensive emergency preparedness within your system. ⭐