Understand your Contacts

An overview of how to manage your clients and staff.

APPLIES TO: Admins and Staff

Last updated: July 19, 2023

You and your clients need to know the who, what, when and where when it comes to interacting with your business. When a client creates an account with your business, you want to know who they are, what they have purchased and when they are scheduled to come in. Below, you can learn more about how to see which profiles are linked together, how to understand and take action using the Client Profile Page and creating Contact Groups to send messages out to specific groups of people. 

Before getting started, make sure you're logged in to your account. Learn more about logging in to Upper Hand.

The Contacts Page

When you click on Contacts from the left navigation bar, you will see four different tabs on your Contacts page (Clients, Staff, Groups, Archived). Each tab will have a different list of contacts and set of actions contained within them.

Clients

Your list of clients are any users that have created an account within your business instance.

• Inviting a Client
• Import Contacts
• Client Profile Page
• Add a Managed Profile
• Best Practices for migrating clients over to Upper Hand

Staff Member

Your list of staff are any users that you have invited as Staff to your business instance.

• Inviting a Staff Member
• Set Staff Availability
• Set Staff Payroll
• Delete a Staff Member

Groups

Placing contacts into Contact Groups allows you to add clients to groups of your choice and send messages specifically to that group.

• Create a Contact Group
• Message a Contact Group

Archived

When you Archive a client from your client list, their contact information will get moved to the Archived list. Clients no longer have the ability to log in to an account if it is archived.

• Archive a client
• Unarchive a client