Contact management
Find out more about managing customer information and keeping records up to date
Contacts
- How do I remove a contact?
- How do I export data from the Contacts page?
- How do I edit a contact's personal information?
- How do I add a contact to a product?
- How do I view a contact's attendance?
- How do I remove people from products?
- How do I add a contact to Thrive4?
- How can I see when a customer joined my organisation?
- Which countries are supported for address information?
- How do I add an offline contact?
- How do I customise my view in the Contacts page?
- Contacts page overview
- How do I add my coaches to Thrive4?
- How do I invite a contact to a product?
- How can I see which contacts are associated with a product?
- How do I manage direct debit mandates for my customers?
- How do I view contacts that have not made a purchase?
- How do I invite a customer to my organisation?
- Contact Record overview
- How do I make a note against a contact?
- How do I change a user email address?
- How do I reactivate a contact record?
- What happens if a user deletes a linked contact from their Thrive4 account?