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Documentation Index

Fetch the complete documentation index at: https://support.servicem8.com/llms.txt

Use this file to discover all available pages before exploring further.

This lesson will explain how to add a new contact to a client.

Go to Clients

Go to Clients

Search or browse any existing clients, then click Open Client

Search or browse any existing clients, then click Open Client

In the Modify Client, click New Contact

In the Modify Client, click New Contact

Set the details of the new contact.

Set the details of the new contact.

Click Save once complete

Click Save once complete
Last modified on March 3, 2026