Ever find out after the fact you need to add someone to a subscription email, like a spouse, a roommate, or someone else involved in the decision-making process? Well it’s easy to do just by editing your subscription.

From the Contact Management screen click on your contact. This will bring you to their contact screen. Make sure you are in the Searches/Subscriptions tab and click on the subscription.

Client contact screen

Now you can edit your existing subscription. Click Add Contact to add a new contact and enter in a name and email. That person will now be added to the subscription and will receive all new emails moving forward. You can also change anything about your current subscription from this screen, including the frequency, the email and whether you would like to be copied on the emails.

Edit subscription screen

Once complete, remember to scroll down to the bottom and hit Save.