A contact is a person or business that the client has a connection to. Examples can be a parent or an employer.
Contacts are primarily used for three things:
Storing contact information
Sending notifications (SMS/email)
Paying for sessions on behalf of the client
Contact Types
There are two types of contacts:
Regular contacts are linked to a specific client. Recommended for registering partners, parents, and businesses that are rarely used across multiple clients.
Shared contacts are common for all therapists at the clinic. By creating a shared contact, you avoid having to enter information repeatedly. Recommended when the same business will pay for many different clients.
Create a contact
In the side menu, select Clients and then click on one of your clients
Click on the Profile tab
Scroll down to the 'Contacts' section. Then click New contact
A new window will open
Select whether the contact is a Person or Company
Fill out the form as you wish. Most of it is self-explanatory, but a few points may be worth elaborating on
Notifications: Turn on if the contact should receive appointment confirmations, reminders, and similar
Invoice recipient: Turn on to set the contact as the default invoice recipient. Can be overridden for each individual booking
Invoicing method: Choose between Konfidens Pay (automatic), manual invoice, and external.
When you are finished, click on Save
📦 Some functionality requires addons
To access notifications and billing, the add-on Business and/or Family must be turned on. Do this by going to Clinic → Functionality
Create a shared contact
📦 The «Business» add-on is required
To access shared contacts, the Business add-on must be turned on. Do this by going to Clinic → Functionality
In the side menu, go to Clinic → Shared contacts
Click on New shared contact
The same form as described above will open. Fill out the form and then click on Save
How to Link a Shared Contact to a Client
1. In the side menu, select Clients and choose the desired client.
2. Click on the Profile tab.
3. Scroll down to the Contacts section and click the button with two people.
4. Select the desired contact from the dropdown menu.
