Create a contact

How do I create a new contact?

Jamie Frew avatar
Written by Jamie Frew
Updated over a week ago
Create contact

Here are the steps to create a new contact:

  1. Navigate to the Contacts page

  2. Go to the New contact button on the top right-hand

  3. Complete form, select if you wish to grant portal access (an email invite will be sent), and click Create new contact

Our team will be available to answer any further questions you may have. Just reply via messenger or reach out on

Did this answer your question?