There are two ways to add new client contacts depending on where you are in your scoping and planning process:

  1. Add a client contact once you've created a new Account.

  2. Add a client contact when you've completed the scope.

Either path will lead to successfully adding a new client contact.

Add a client contact once you've created a new Account

From an existing client's Account Details page, you'll notice in the "Clients" section that there is an error message when: "Client missing."

To add a new client contact, click the plus sign.

You'll be asked to provide the client's first and last name, title, and email as required fields and the client's phone number as an optional field.

Once you've filled out all the fields, click "save" to navigate back to the Account Details page.

If you'd like to cancel, click "cancel" to return to the previous page.

Note: By adding a client contact, you're client will not be notified by the platform or by Wethos. This field is only for you to designate who the main point of contact is. Continue to the next section for more information about where to add a client contact when you're ready to share the scope.

Add a client contact when you've completed the scope.

From the Scope page, navigate to the right and scroll down to the "Client (Signer)" field. Click the plus sign to add a client contact.

You'll be asked to provide the client's first and last name, title, and email as required fields and the client's phone number as an optional field.

Once you've filled out all the fields, click "save" to navigate back to the Scope page.

If you'd like to cancel, click "cancel" to return to the previous page.

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