How to view contacts in TheraSaaS?

• Displays basic contact information such as first name, last name, and any other information provided during the initial form submission
• You can choose to hide empty fields — fields that were left blank during form completion

• Shows the custom fields you've added to the contact form
• Tags and Do Not Disturb (DND) settings can also be managed here — enable DND for contacts who no longer wish to receive communications

• Acts as a unified inbox for all communication with the contact, including text messages and emails
• Reply directly from here, or make calls by clicking the green telephone icon

• Displays the contact's interactions with your website, including page visits and form submissions, with timestamps
• Indicates whether the traffic was organic or paid (if connected to paid services)

• Assign tasks related to the contact, such as follow-up actions for clinicians or intake coordinators
• Tasks can be titled, described, and assigned to others, providing reminders for specific actions

• Record important notes about the contact, such as their preferences for counseling or key follow-up actions
• Each note is automatically timestamped, allowing for seamless handoffs between team members

Any scheduled appointments with the contact are listed here, so you can view their appointment history without leaving the contact's profile.