Double terminology
Client: a business or company
Contact: a person, typically the business owner that has an email they use to access the Client Portal
Basic functionality: Clients vs contacts
Clients
All businesses listed on the client list are termed "clients" in Double.
Add, delete, or archive a client (business) from the client list.
Rules
Adding a new client WILL NOT also create a contact
Deleting a client WILL NOT delete the associated contact(s)
WHY? A contact (person) can be associated to more than one client (business) in Double
More on adding, editing, and deleting clients 👉 HERE!
Contacts
All people associated with a client (business) in Double are termed "contacts."
Add & delete contacts in TWO locations
Practice Settings > Client Portal > All Contacts (Admins only)
The client's close page > Portal Settings > Contacts tab
Rules
Adding a contact does not automatically notify the person that they have been added in Double
Adding a contact does not automatically create a new client (business)
Contacts must be associated with at least 1 client in order to access the client portal
Deleting a contact removes the contact's association with the client and revokes that email's client portal access.
Practice Settings: All client settings vs All contacts
Admins can access a list of all clients and contacts within Double. This is done within the account's Practice Settings.
All client settings
Practice Settings > All client settings shows a list of all clients (businesses) that have been added for the practice.
All contacts
Practice Settings > Client Portal > All contacts shows a list of all active contacts across all clients (businesses). Manage portal permissions and client access per contact (person) under this tab.
