Overview
This guide will walk you through the steps to add a new contact in Hona. Creating contacts is an essential part of setting up your Hona account, as it ensures each client can receive updates, notifications, and messages tied to their cases. By following these steps, you’ll be able to create and manage contacts with the correct details and communication preferences.
This is only relevant to those with Stand-Alone Hona Orgs. If you are integrating your Hona Org with your CMS/CRM, please visit our Integrations page to figure out how to sync your client information into Hona.
1. Add Contact
From the side-bar, click "Contacts" to navigate to your Contact Dashboard. Click on the + button (visual below) to add a new Contact.
2. Fill out Contact fields
First Name of client
Last Name of client
Preferred Email for notifications
Preferred mobile Phone Number for notifications and 2-way messaging
Date of Birth (optional: used for sending automatic birthday messages)
Notification Preferences: how your client would like to receive their automatic Hona notifications (not the same as 2-way messaging)
Conclusion
Once you’ve added a contact, they’re ready to be associated with a case and begin receiving updates through Hona. Taking the time to fill out their details and notification preferences correctly ensures smooth communication and a better client experience.
If you’d like to learn how to bulk upload multiple contacts at once, check out our related support article here.
To learn how to add a client contact to a new project, please visit our support page here.