Before you can schedule calls or create befriending matches, you'll need to add contacts to your account. This guide walks you through creating contact records with all the details you need.

## Prerequisites

- You're signed in to your Togetherly account
- You have permission to manage contacts

## Steps

### Step 1: Open the Contacts page

Click **Contacts** in the navigation bar. You'll see your contact list, which may be empty if you're just getting started.

![Open the Contacts page](https://help.together.ly/rails/active_storage/blobs/proxy/eyJfcmFpbHMiOnsiZGF0YSI6MTcyMCwicHVyIjoiYmxvYl9pZCJ9fQ==--b426b0bf46210a83a7b487a0debd5f4b81bcea2e/step_0.png)

### Step 2: Click New contact

Click the **New contact** button in the top right corner. A form will appear where you can enter the contact's details.

![Click New contact](https://help.together.ly/rails/active_storage/blobs/proxy/eyJfcmFpbHMiOnsiZGF0YSI6MTcyMSwicHVyIjoiYmxvYl9pZCJ9fQ==--3b5f1b8959d7e34772dd29944a98751354f9fbf4/step_1.png)

### Step 3: Fill in contact details and assign roles

Enter the contact's **Full name**, **Preferred name**, and **Primary telephone number** — these are required. You can also add an email address, secondary phone, and your own reference number. Then select at least one role: **Service User** for people receiving services, **Befriender** for volunteers, or **Group Facilitator** for staff running sessions. Click **Add contact** when you're done.

![Fill in contact details and assign roles](https://help.together.ly/rails/active_storage/blobs/proxy/eyJfcmFpbHMiOnsiZGF0YSI6MTcyMiwicHVyIjoiYmxvYl9pZCJ9fQ==--de8624621a0ae5dc8abb6e414f5773bd7757e445/step_2.png)

## Tips

- Use the search bar to quickly find contacts by name once your list grows
- You can assign multiple roles to the same contact if needed
- The 'Preferred name' is how the contact will be greeted during calls

## Summary

You've added your first contact to Togetherly. Now you can schedule them into group sessions or set up befriending matches.