The Canopy Practitioner App makes it easy to add contact information to clients on the go. This guide will walk you through adding new contacts and adding them to clients in a few simple steps.
Create a Contact from the Clients List
1. After opening the app, tap Clients at the bottom of the screen.
2. On the top right, select the + button.
3. On the Create Client form, tap either Individual or Business.
4. Enter the rest of the contact's information.
Tap the info icon next to the "active" toggle to view more information regarding active and inactive contacts.
Similarly, select the info icon under the Client name field to learn more about client-facing names.
5. Tap Done when you're ready to create the contact.
Any required fields left empty will appear like this:
After selecting Done, a confirmation message displays at the bottom of the app showing that the contact was created.
Add a Contact to a Client
1. Navigate to a Client Record.
2. Tap the Contacts tab of the Client Record.
3. In the bottom right, press the + Contact button.
4. In the slide-up window, go to the Select contact field.
This brings up a list of all existing contacts, or you can tap the Create contact option. The Create contact option is what we will be doing in this guide.
5. Tap Create contact.
6. Enter the first and last name and any other information you'd like.
Adding an email, phone, or address brings up more information to enter, as well as a change to mark them as the default for the client.
7. Select Done when finished.
8. Make sure to select a contact type from the list.
9. Add a description for the contact if needed.
10. Tap Done.
A message populates to confirm the contact creation.
