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:
- How can I update a client's information?
- How can I create a new contact group?
- How can I message a list of contacts on an Excel file?
- Can I add a individual client to an existing contact list?
- 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.
- For information about uploading an Excel file through the website, visit: How to: Create a Contact Group using Microsoft Excel Files
- For information about uploading a Text file through the website, visit: How to: Create a Contact Group using a .txt File
- For information about uploading an Excel file through the Transfer Client, visit: How to: Create a Contact Group through the Transfer Client
- For information about adding contacts individually to a group, visit: How to: Add Contacts Individually to a Group
- 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.
- For information about editing clients, visit: How to: Edit or Delete an Existing Contact or Client
- For information about adding contacts individually to a group, visit: How to: Add Contacts Individually to a Group
Additional Add-on Options:
- For information about creating new client through chat, visit: How to: Add a New Contact through Chat
- For information about creating new clients through the scheduler, visit: How to: Add a New Patient through the Scheduler
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