The contact record provides a comprehensive view of all information relating to an individual contact, including details on payments, communications and registration forms. Scroll to the bottom for our video guide!
Note: You can easily access the contact record clicking on the name of the account owner or beneficiary from various locations within LoveAdmin. Alternatively, you can use the main search function located in the top right corner of your LoveAdmin account to quickly find and view the relevant contact record.
Information displayed on the contact record includes:
- Personal information
- Personal information provided from their JoinIn signup
- Medical information
- Emergency contacts
- Connected people - View any siblings or family members linked to the account
- Consents - See answers to your consent questions
- Forms: View additional customer and internal data
- Notes - Create and read notes on the contact
- Internal data and notes are seen and managed by your admins only
- Shared files - view and manage any files uploaded by the contact
- Products and billing
- Orders
- Invoice history
- Upcoming renewals
- Product invites
- Statement
- Mandate status
- Communication
- Message history
- Send message - sends communication to this individual contact
- Timeline activity
- Preferences - Set customer preferences
- Currently the only option is for emails
- Attendance
- Development programme
- Membership information
Video Guide