Common Causes/Issues:
When you need to add contact information for a family member, as a new contact, within your leafplan. Contacts can then be associated with a family member resource.
Solution Overview:
This article will show you how to add a family member as a new contact within the contact section of your leafplan.
Video Walkthrough:
Step-By-Step:
- In the left-hand menu bar, click Contacts
- In the top-right corner, click the green "New Contact" button
- Enter all contact information that is applicable
- At the bottom under Type, choose "Family Member Contact" from the dropdown menu.
- Click the green "Save" button in the top-right corner.
Still Need Help?
Contact our Concierge Team for further assistance.
