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  3. Your Contact Information

Your Contact Information

The About Me screen gives you the ability to add and edit your profile and contact information in ClientConnect.

Add Another Address

  1. Click the About Me tile on your home screen.
  2. Click Add another Address
  3. Select the Type of address you would like to add.
  4. Enter the address details as required.
  5. Click Save.

Edit an Existing Address

  1. Click the About Me tile on your home screen.
  2. Click Edit an existing Address
  3. Select the address you would like to edit (Step 1).
  4. Click Next.
  5. Edit the address details as required (Step 2).
  6. Click Save.

Add a New Contact Method

  1. Click the About Me tile on your home screen.
  2. Click Add a new Contact
  3. Provide the details of the contact method:
    • Select the Type of contact.
    • In the Contact field type the phone number/email address etc as required.
    • In the Instructions field provide any information your Service Provider(s) should consider when contacting you via this method (e.g. only call after 6pm).
    • If you would like to set this contact method as your primary method of communication check the Primary: Yes, this is the best way to reach me option.
  4. Click Save.

Edit an Existing Contact Method

  1. Click the About Me tab on your home screen.
  2. Click Edit an existing Contact
  3. Choose which contact method you want to modify (Step 1).
  4. Click Next.
  5. Enter the details you would like to update (Step 2).
    • In the Contact field type the phone number/email address etc as required.
    • In the Instructions field provide any information your Service Provider(s) should consider when contacting you via this method (e.g. only call after 6pm).
    • If you would like to set this contact method as your primary method of communication check the Primary: Yes, this is the best way to reach me option.
  6. Click Save.

Remove a Contact Method

  1. Click the About Me tab on your home screen.
  2. Click Edit an existing Contact
  3. Choose which contact method you would like to remove and click Next.
  4. Check the Remove: I don’t use this contact method anymore option.
  5. Click Save.
Updated on November 29, 2019

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