Working with contacts

Contacts is your book of business. Every client and lead is a record with insurance and Medicare fields already built in, so everything you need on a client lives in one place.

Find a contact fast

Open Contacts from the left menu.
Search by name, phone, or email.
Open the record to see their full history — details, pipeline stage, and every past text, call, and email.

Add a contact

You can add clients three ways:

One at a time — add a new contact and fill in their details. Good for a fresh lead.
In bulk — import a spreadsheet for your whole book at once.
Automatically — a client who books through one of your booking links becomes a contact on their own.

Keep records current

Open a record and update it as you learn more — new phone number, policy details, or their current pipeline stage. Because your insurance and Medicare fields are already built in, there’s a clear home for each detail; you’re filling in blanks, not building fields.