Contacts Page

Contacts Page

Overview

The Contacts page allows you to create Contact Groups and view existing contacts also referensed as clients. You can re-organize your existing clients or upload Excel files of new clients. Contact Groups are utilized when sending group messages.

Note:  For information about creating and sending messages, visit:  Messages Page

The Contacts page is where you can answer questions such as:
  1. How can I update a client's information?
  2. How can I create a new contact group?
  3. How can I message a list of contacts on an Excel file?
  4. Can I add a individual client to an existing contact list?
  5. How do I message everyone who has had an appointment in the last 90 days?


Contact Groups

There are four ways to create a contact group. These options are:  through an Excel file uploaded on the website or uploaded through the transfer client, adding contacts individually, and creating a smart group. Choose Create a new Group  to start a new contact group.
  1. For information about uploading an Excel file through the website, visit:  How to: Create a Contact Group using Microsoft Excel Files
  2. For information about uploading a Text file through the website, visit:  How to: Create a Contact Group using a .txt File
  3. For information about uploading an Excel file through the Transfer Client, visit:  How to: Create a Contact Group through the Transfer Client
  4. For information about adding contacts individually to a group, visit:  How to: Add Contacts Individually to a Group
  5. For information about creating a smart group, visit:  How to: Create a Smart Group
Note:  For information about editing or deleting existing contact groups, visit:  How to: Edit or Delete an Existing Contact Group


Contacts or Clients

Contact profiles contain your client's information including their phone number and opt-in/out preferences.

  1. For information about editing clients, visit:  How to: Edit or Delete an Existing Contact or Client
  2. For information about adding contacts individually to a group, visit:  How to: Add Contacts Individually to a Group

    Additional Add-on Options: 

  3. For information about creating new client through chat, visit:  How to: Add a New Contact through Chat
  4. For information about creating new clients through the scheduler, visit:  How to: Add a New Patient through the Scheduler


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