Adding a Secondary or Emergency Contact for a client

A client record can have both an emergency contact or a secondary contact. These are separate options in the client record 

• Add a Secondary Contact
• Add an Emergency Contact

Add a Secondary Contact

Secondary contacts will receive email notifications along with the client. This may be useful for clients that require a guardian to sign forms or waivers, pay invoices or someone to follow up with notifications that require the client to take action.

To add a secondary contact to a client's record,

1. Navigate to My Clients and double-click on a client's name or click Edit to the right of their name to go to their Basic information section.
2. Scroll down to the Secondary Contact section and check the box to Include a secondary contact when sending email notifications to this client and enter the secondary contact information.
   
3. Click Save Changes near the top-right. 

Please note that this option is not available to sub/child accounts that are part of a family record. Only the primary record can have a secondary contact.

Add an Emergency Contact

An emergency contact can be added to a client record to keep on file. This is just for documentation purposes. The emergency contact won't receive any client notifications. 

1. Navigate to My Clients and double-click on a client's name or click Edit to the right of their name to go to their Basic information section.
2. Click the Fast Action Button in the bottom-right. 
3. Select Add Emergency Contact. 
   
   
4. Enter the emergency contact's information in the pop-up. The first name, last name, and relationship are the minimum required fields. 
   
   
5. Click Done at the bottom-right of the pop-up.
6. Click Save Changes near the top-right.