💡 There are a few key things to know about this feature:
You can add multiple email addresses as well as phone numbers per client
You can label the emails and phone numbers and see those labels when sending client communications (e.g. “home”, "preferred", “carer”, etc.)
The email that is listed as first on the list (no matter the label associated) will be the default email address used for communication which you can change by using the drop down menu
The email address listed first will be the address used for bulk emailing and is unable to be changed
Step-by-step guide
1. Go to the 'Clients' page on Joy CMS and click on your client 🧑
2. Go to the clients 'Profile' page 👇
3. Scroll down to the 'Client contact details' section
4. Hover over the existing contact details if you would like to duplicate it (the two squares), edit them ✏️ (including changing their label, the pencil) or delete 🗑️ (the bin)
5. Click the '+Add email' or '+Add phone' 👇 to add an additional contact to the client's profile such as carer details or a work phone
6. Select the phone or email label associated with the contact and click the tick button to save ✔️ or the X to remove ❌
7. You have now successfully edited the client contact details! 🎉
Video Guide