Add Prospect Contacts

For each Prospect, you can list their Parent or Guardian, as well as emergency contact information.

👉Jump To [Enter Parent/Guardian] [Set Parent/Guardian Status] [Add Emergency Contacts] [Next Steps]

1. Navigate to the Prospects Module in the left side menu.
2. Click the expand icon.
3. Navigate to the Contacts tab.
   

Enter Parent / Guardian Information

There are two slots for parent or guardian information. 

1. Enter Parent or Guardian's Full Name for Parent/Guardian 1 section.
2. Type their Relationship to Child (e.g. Mother, Grandparent, Brother, Uncle, etc.)
3. Enter Address, Mobile Phone number and Email address.
4. Scroll to Parent/Guardian 2 section and repeat if necessary.
5. Scroll up and click Save.
   

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Set Parent / Guardian Status

1. Scroll to Parent/Guardian Status section.
2. Indicate Parent/Guardian martial status.

3. Select Custody Status for Guardian 1 and 2.
   📌NOTE: If the Guardians are Married, select N/A for Custody Status as marriage indicated that custody is shared.

   
    

4. Scroll back to the top and click Save.

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Add Emergency Contact

There are two spots for Emergency Contact information. If the an Emergency contact is the same as Guardian listed above be sure to indicate that here, or add in additional contacts.

1. Scroll to Emergency Contact section.
2. Enter Emergency Contact First and Last Name.
3. Type their Relationship to Client (e.g. Mother, Grandparent, Brother, Uncle, etc.)
4. Enter their Mobile Phone number.
   
    
5. Scroll to Emergency Contact 2 section and repeat if necessary.
6. Scroll back to the top and click Save.

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Helpful Tips

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