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 "More" from the bottom menu, then tap "Clients"
  2. Tap "New Client" at the top right of the screen
  3. Tap Import From Address Book from the bottom of the screen
  4. Select the clients you want to add and tap Add Clients at the bottom of the screen
  5. The new clients will be added to your Clients list

Trouble 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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