From the contact icon press the +. The 2 main contact types are:
Householder (Tenant) - Can have multiple addresses.
- Home address
- An alternative Householder address
- An address managed by a Landlord (Agent).
Landlord (Agent)
- Addresses they completely manage
- Householder (Tenant) addresses they manage.
Other types
Insurer for example - so you know who the insurer is for an address
Required fields
All fields with a * are required fields.
It is worthwhile getting customers Emails so they receive appointment details and invoices. These can be turned off if a customer does not want them.
Select email options and then Save