In this article, we will be showing you how a customer can

  1. Add related contact from the website

  2. Add related contact from the app

  3. Remove a related contact from their profile


1. Adding related contact from the website

Once the customer is logged into their profile they can follow the below steps:

  • Navigate to My Account page

  • Below the customer details, they will see an option called Related contacts, click on it

  • Click on Add Related contacts

  • You will be directed to a page where you can enter the related contact details like name and email and click on Add related contacts

The related contact will be added to the customer profile.

ℹ️ If the related contact is not an existing customer, then automatically a profile will be created for them in the system based on the name and email the customer has entered.


2. Adding related contact from the customer app

Once the customer is logged into their profile they can follow the below steps:

  • Navigate to the Profile page

  • Click on the Related contacts option

  • Click on Add Related contacts

  • You will see a pop up where you can enter the related contact details like name and email and click on Add related contacts

The related contact will be added to the customer profile.

ℹ️ If the related contact is not an existing customer, then automatically a profile will be created for them in the system based on the name and email the customer has entered.


3. Remove a related contact

To remove a related contact, customers can log in to their account from the app or website and follow the below steps

From Website:

  • Navigate to the My Account page

  • Click on Related contacts

  • You will see all the existing related contacts, click on the delete button beside the name of the contact you want to remove

From App:

  • Navigate to the Profile page

  • Click on Related contacts

  • You will see all the existing related contacts, click on the delete button beside the name of the contact you want to remove

  • You will see a confirmation message, click on the delete option

The related contact will be removed from the profile.


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