Associated contacts link an existing contact, such as a parent, carer, support coordinator, doctor, or case manager, to a client's record. Once linked, you can choose whether they receive that client's appointment updates, invoices, and progress notes.
This guide covers how to link an associated contact to a client and choose their notifications, how to view an associated contact's details, and how to edit or remove one.
Before you begin
The person must already exist as a contact before you can associate them with a client. If they don't, add them first: See Add a contact.
How-to
Set up associated contacts
Navigate to the Clients tab.
Select the client you would like to add associated contacts to.
Select the Edit button on the Details tab.
Scroll down to Associated Contacts.
Start typing a contact, then select Add.
Select the notifications that you would like the associated contact to receive, such as appointments, invoices, and notes.
Click Save.
The associated contact will now appear on the client's Details page.
View an associated contact's details
Navigate to the Clients tab.
Select a client file.
Scroll down to Associated Contacts on the client's Details page.
Click the associated contact's name to view their name, mobile number, and email address.
Edit or remove an associated contact
Navigate to the Clients tab.
Select the client's file that you'd like to edit or remove the associated contact for.
Scroll to Associated Contacts.
Edit the contact by selecting or unselecting the checkboxes under Appointments, Invoices, or Notes.
Or if you would like to remove the entity as an associated contact, select the Delete icon next to their name.
Troubleshooting & FAQs
A client is in shared custody. Can I store both parents' addresses and send reminders to both?
A client is in shared custody. Can I store both parents' addresses and send reminders to both?
A client profile holds one main address, so put the second address in a custom field (or the client's other details), and add a tag to the profile so your team can see it's a shared-custody arrangement.
To send appointment reminders and correspondence to both parents, add each as a contact and link them as associated contacts on the client; the associated-contact settings control which contacts receive reminders, so you can include both custodians.