How to Create a Contact

Step 1: Sign in to Labourless

1. Go to the Labourless website and sign in to your account: app.labourless.co.uk

Step 2: Navigate to Customers

1. Using the left-sidebar, click the “Customers” option.
2. Select the customer account that you’d like to add a new contact to.
3. Click the “Contacts” option in the sidebar.
4. Click the “New Contact” button at the top to create a new contact.
5. Complete the form and make sure to include the following fields:

1. First name
2. Last name
3. Email
4. Password – click the cycle button to the right to auto create password.
   1. Alternatively, select the “send SET password email tick box below.

6. Select as primary contact.
7. Choose if you want to send a “welcome email” to this contact.
8. Choose what features they’re able to view from the client portal.
9. Finally, “Save” the new contact.

Congratulations, you’ve created a new contact!