Add a Client from my Address Book or Contact List

With JOIST, you can import clients from your Smartphone and Tablet's address book. This saves a lot of time, and eliminates the need for 2 separate entries.

How to add clients from your address book

  1. Tap "Clients" from the bottom menu
  2. Tap "New" at the top right of the screen
  3. Tap the Address Book icon at the top right of the screen
  4. Your clients will appear in a new screen. Simply select the contact or contacts that you would like to add to your client list.
  5. The fields in the add new client screen will automatically fill based on the information from your address book. Tap "Save Client"


Difficulties allowing JOIST to access your contacts?

You can always allow or disallow this ability by going to your device settings. 
For iPad/iPhone

  1. Tap "settings" on the main screen of your iPhone/iPad
  2. Tap "privacy"
  3. Tap "contacts"
  4. Beside the JOIST icon, you can turn the toggle to on or off.
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