Contacts and OneLink

Updating and creating Contacts through OneLink

AJ Sacher avatar
Written by AJ Sacher
Updated over a week ago

To ensure your contact records are kept as accurate as possible, the most important field on the OneLink payment page is the email field.

This field will determine if the client's information will either be used to update an existing Contact, or create a new one.

If the client has worked with your firm prior and already has a Contact in the system, they will need to use the email address they originally provided you. If the client has not worked with you prior, then the email they enter will be used for a new Contact record within PracticePanther.

Once your clients have made their payments, you can then search for those Contacts using the tags that are automatically generated and applied when the payment is processed.


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