How do I add a single contact?

Add a Contact Manually

You can add a single contact directly to a program using the Add New Contact option. Make sure you have gathered permission to text any contact before adding them to your program.

1. Click the Programs tab.

2. From the left-hand menu, select the program you want to add the contact to.

3. Click Add New Contact.

A form appears with all data fields available for that program.

4. Enter all required information and any additional optional details for the contact.

   • Fields marked with a red asterisk (*) are required and must be completed before the contact can be saved.

   • Fields without an asterisk are optional and may be left blank.

5. Click Add Contact in the bottom-right corner of the screen.

Once the contact is created, they can immediately be messaged, searched for, and managed within Message.

Permissions Note

If you are a counselor and do not see the Add New Contact option, contact your admin to review and adjust the program’s permission settings.