In order to ensure that your contacts are automatically populated on all your guest portals, it is important that you fill in the Communication Settings section in your Account Settings.
1. Navigate to your name on the top right hand side of your agent dashboard.
2. Click on the dropdown arrow. Then click Settings.
3. Under the Account Settings tab, scroll down to the Communications Preferences section.
📌 Note: If you are an account user and not an admin, your Settings tabs might look a little different to the screenshot above as you will only have access to the Account Settings and Branding tabs.
4. Fill in whatever details are applicable. Then click Save.
This information will now appear on all of your Guest Portals going forward. You can also edit the Emergency Contacts field in your in-line editor within your Guest Portals.
🚀 Want to find out some other creative ways of adding in Emergency Contacts to your proposals? Click here to learn more!