Caspen
  • Getting Started
  • Using Caspen
    • Calendar & Appointments
      • Appointment Management
    • Waitlist
    • Clients
      • Add Client
      • View Client
      • Edit Client
    • Billing
      • Invoices
        • Create Invoice
        • Delete Invoice
        • Void Invoice
      • Payments
        • Adding Payment to Invoice
        • Add New Payment
        • Refund Payment
        • Void Payment
    • Services & Categories
      • Add Services
      • Add Category
    • Contacts
      • Add Contact
      • View Contact
      • Edit Contact
    • Practice Setup
      • Update practice profile
      • Update user information
      • Organize user groups
      • Understand user roles
      • Add new locations
      • Archive Locations
      • Add more users
      • Availability setup
    • Settings
      • Account settings
      • Billing
        • Invoice settings
        • Taxes
        • Payment methods
      • Templates
      • Appointments
        • Cancellation Reasons
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View Contact

How to Search or View Contacts in Caspen?

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Last updated 1 year ago

Go to Contacts -> View Contact to view contact information ()

Searching for and accessing contacts is straightforward and effortless. Navigate to the Contacts tab, where you can easily find existing contacts or access specific contact information such as notes or linked invoices.

Individual contact information

Upon clicking the 'View Contact' button, you will discover a neatly organised display of all contact information. You can review or modify contact information, add notes, and access or create new invoices from here.

https://app.caspen.com/contacts