Modifying contacts after client creation.

If you need to change, add or delete a contact after you have created your Client you can do so from the right-hand menu "Contacts"

To Delete (Archive)

Click on the ... menu on the contact card and select "Archive."

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/bd45df6d-14c4-476d-9863-3cc7b43e9ea8/Archive_Contact.png

Sessions will never delete your data in case you need to get it back for any reason; you can always un-archive a resource by contacting us at support@sessionshealth.com

To Edit

Click on the ... menu on the contact card and select "Edit."

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/b5a1364d-719d-455b-8059-63dec824a457/Edit_Contact.png

Clicking will show the "Edit Contact" modal allowing you to change any of the contact information.

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/76435677-392a-4631-8140-5ede1bf8ff25/Edit_Contact_Modal.png

To Add

Click on the ... menu on the top of the "Contact" sidebar and select "Add"

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/7c4fe00a-958c-4543-b4e4-cf0ea27cc2af/Add_Contact.png

Clicking will show the "Add Contact" modal allowing you add a new contact.

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/f0873b2d-80c0-49f3-841c-925e83358123/Add_Contact_Modal.png