Step 1: Sign in to Labourless
- Go to the Labourless website and sign in to your account: app.labourless.co.uk
Step 2: Navigate to Customers
- Using the left-sidebar, click the “Customers” option.
- Select the customer account that you’d like to add a new contact to.
- Click the “Contacts” option in the sidebar.
- Click the “New Contact” button at the top to create a new contact.
- Complete the form and make sure to include the following fields:
- First name
- Last name
- Password – click the cycle button to the right to auto create password.
- Alternatively, select the “send SET password email tick box below.
- Select as primary contact.
- Choose if you want to send a “welcome email” to this contact.
- Choose what features they’re able to view from the client portal.
- Finally, “Save” the new contact.
Congratulations, you’ve created a new contact!