Email Both Guardians
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Tyson Edwards
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Ruth Lutchenberg
Tyson Edwards: Can this contact be used to send intake paperwork to as well?
Tyson Edwards
Ruth Lutchenberg: Yes! From the clients profile, you can manage the contact.
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Chris
Tyson Edwards: Will there be a way to send invoices to more than one person through this contacts feature?
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Ruth Lutchenberg
Tyson Edwards: This is a game changer for us.
Tyson Edwards
Chris: hmm, this feature will allow multiple people to pay invoices but I don't know that we have a way to send to multiple people. I can look into.
Tyson Edwards
Ruth Lutchenberg: Good to hear! We are also working on a way to create a new client with no phone or email as along as a contact has one. Would this help as well?
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Ruth Lutchenberg
Tyson Edwards: I believe so. We deal with so many minors that it hasn't been an issue, however when we start using IQ to log every phone call/email/text that we receive it will be handy.
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Chris
Tyson Edwards: Thanks!
Tyson Edwards
Hello, we have released a way for a client to have third-party (non-client) contacts. This will allow you to set each guardian up and will allow them to receive appt communications. You can see how to add and manage them from this article:
Would you all be able to take a look and let me know how it works for you?
Tyson Edwards
in progress
Tyson Edwards
We are currently testing a Client Contact feature that should solve this for appt reminders and confirmations. Stay tuned for an update within the next week.
Rima Bakhru
Tyson Edwards: YESSSS
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Katharine Bedsole
Tyson Edwards: Thank you! Thank you! Thank you! This is a recurring frustrating issue. Thank you!!
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Ruth Lutchenberg
Tyson Edwards: Thank you so much! We often have to send intake paperwork to both parents and the current situation makes for many errors.