---
title: Clients - Storing Contacts, Parents, Siblings, Stakeholders, other than Students and physical address
description: Bio Banners, Contacts section can include any person associated with the student. There is storage and functionality here. Physical Address.
---

[Skip to content](https://helpdesk.counselmore.com/clients-contacts-parents-siblings-stakeholders-other-than-students#main-content)

English

Show submenu for translations

[![CounselMore College Planning Software Knowledge Base](https://helpdesk.counselmore.com/hs-fs/hubfs/logos/CMLogo_CCS_wide_trans-w2000-1.gif?width=1116&height=125&name=CMLogo_CCS_wide_trans-w2000-1.gif)](https://helpdesk.counselmore.com/?hsLang=en)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations

 Select below, or search by topic

- There are no suggestions because the search field is empty.

1. [Knowledge Base : CounselMore Support](https://helpdesk.counselmore.com/?hsLang=en)
2. [CLIENT MANAGEMENT](https://helpdesk.counselmore.com/client-management?hsLang=en)
3. [Clients - Contacts](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-contacts)

# Clients - Storing Contacts, Parents, Siblings, Stakeholders, other than Students and physical address

## Student Profile, Contacts section can include any person associated with the student. There is storage and functionality here.

**[Add a contact](https://helpdesk.counselmore.com/clients-contacts-parents-siblings-stakeholders-other-than-students#addcontact)**

**Add physical address**

### **Adding a Parent Contact**

**![Screenshot 2024-01-10 at 12.14.06 PM](https://helpdesk.counselmore.com/hs-fs/hubfs/App%20Screen%20Shots/Screenshot%202024-01-10%20at%2012.14.06%20PM.png?width=688&height=309&name=Screenshot%202024-01-10%20at%2012.14.06%20PM.png)**

*At any point after student creation*

1. Go to any Student Record \> Click the pencil to open the Student Profile
2. Click "Add New Contact"
3. Enter name & email
4. Click save

 

![](https://helpdesk.counselmore.com/hs-fs/hubfs/Knowledge%20Base%20Import/763_q3QjQgfyQb9-fKwWdsY50YbA1yAtWQ.jpeg?width=688&height=210&name=763_q3QjQgfyQb9-fKwWdsY50YbA1yAtWQ.jpeg)

---

### Choose if the Contact should be included in communications or not included in communications by turning the icon green or grey

 

![Screenshot 2024-01-10 at 12.14.06 PM](https://helpdesk.counselmore.com/hs-fs/hubfs/App%20Screen%20Shots/Screenshot%202024-01-10%20at%2012.14.06%20PM.png?width=688&height=309&name=Screenshot%202024-01-10%20at%2012.14.06%20PM.png)

### To the left of the contact's name is the double head icon. This icon always indicates the parent, , family or student stakeholders. Also consistent in CounselMore, is that when an icon is green it means to show or go and when an icon is gray it means no or off.

![Screenshot 2024-01-10 at 12.12.56 PM](https://helpdesk.counselmore.com/hs-fs/hubfs/App%20Screen%20Shots/Screenshot%202024-01-10%20at%2012.12.56%20PM.png?width=688&height=241&name=Screenshot%202024-01-10%20at%2012.12.56%20PM.png)

![Screenshot 2024-01-10 at 12.13.07 PM](https://helpdesk.counselmore.com/hs-fs/hubfs/App%20Screen%20Shots/Screenshot%202024-01-10%20at%2012.13.07%20PM.png?width=688&height=238&name=Screenshot%202024-01-10%20at%2012.13.07%20PM.png)

 

![Screenshot 2024-01-10 at 12.13.17 PM](https://helpdesk.counselmore.com/hs-fs/hubfs/App%20Screen%20Shots/Screenshot%202024-01-10%20at%2012.13.17%20PM.png?width=156&height=244&name=Screenshot%202024-01-10%20at%2012.13.17%20PM.png)

### Green = the contact will be copied on all Communications

### Grey = the contact will not be copied on any Communications

### **This is all communications:**

### **Messages, Assignments, Invoices, Broadcast, All Communications.**

---

### **Adding a Physical Address**

**![Add Physical Address](https://helpdesk.counselmore.com/hs-fs/hubfs/App%20Screen%20Shots/Add%20Physical%20Address.png?width=688&height=154&name=Add%20Physical%20Address.png)**

### Click green button Add New Address - box opens

![Add physical address2](https://helpdesk.counselmore.com/hs-fs/hubfs/App%20Screen%20Shots/Add%20physical%20address2.png?width=673&height=466&name=Add%20physical%20address2.png)

### A database is only as good as the information you put into it - complete all fields.

**Location Name** is the title you will give this specific physical address. You may have students where you need their home address for billing and their school address for meetings, or a different stakeholder lives at a different address.

Address & Address 2 are both for the physical street address. **Line 1 is the house number and street name.** **Line 2 is used for apartment number or office or suite number**. Address 1 means writing down your house address (number of your address and the street name), address line number 2 is anything more specific like apartment or suite information.

City, State, Zip are standard.

You don't have to use this space for a mailing address, this could just be used to remind the counselor of where they meet the students. Some CounselMore customers operate within very large high schools and their counselors travel between the multiple high schools they serve. A counselor might use the physical address space to list the room number of where they meet the students most often - as a reminder.

CounselMore is meant to work the way you want it to work. Therefore, all of our capabilities can be used in different ways to accomplish your specific and unique way of doing things. 

- [ACCOUNT SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en#main-content)

    - [New Account - SELF GUIDED SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-self-guided-set-up)
    - [New Account - FREE LIVE TRAINING](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-free-live-training)
    - [New Account - MULTI LICENSE ACCOUNT SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-multi-license-account-set-up)
    - [New Account - COLLEGE SEARCH NAVIGATION](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-college-search-navigation)
    - [New Account - PARENT & STUDENT USERS](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-parent-student-users)
- [CLIENT MANAGEMENT](https://helpdesk.counselmore.com/client-management?hsLang=en#main-content)

    - [Clients - Biographical Banners](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-biographical-banners)
    - [Clients - Assignments tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-assignments-tab)
    - [Clients - Files tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-files-tab)
    - [Clients - Messages tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-messages-tab)
    - [Clients - Accounting tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-accounting-tab)
    - [Clients - Quicklist](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-quicklist)
    - [Clients - Contacts](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-contacts)
    - [Clients - Fin Fit tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-fin-fit-tab)
- [ADMISSIONS DATA & SEARCH NAVIGATION](https://helpdesk.counselmore.com/admissions-data-search-navigation?hsLang=en#main-content)

    - [College Data](https://helpdesk.counselmore.com/admissions-data-search-navigation?hsLang=en#college-data)
    - [College List - Columns](https://helpdesk.counselmore.com/admissions-data-search-navigation?hsLang=en#college-list-columns)
    - [College Data - App Tracker](https://helpdesk.counselmore.com/admissions-data-search-navigation?hsLang=en#college-data-app-tracker)
- [GOOGLE-DRIVE](https://helpdesk.counselmore.com/google-drive?hsLang=en#main-content)

    - [Google Drive Settings](https://helpdesk.counselmore.com/google-drive?hsLang=en#google-drive-settings)
    - [Google Drive - Master Folders](https://helpdesk.counselmore.com/google-drive?hsLang=en#google-drive-master-folders)
    - [Google Drive - Document Management](https://helpdesk.counselmore.com/google-drive?hsLang=en#google-drive-document-management)
- [SETTINGS MENU & CUSTOMIZATIONS](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#main-content)

    - [Settings - My Business](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-my-business)
    - [Settings - Branding](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-branding)
    - [Settings - Default Data Columns](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-default-data-columns)
    - [Settings - Routine Assignments](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-routine-assignments)
    - [Settings - Webmaster](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-webmaster)
    - [Settings - Broadcast Station](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-broadcast-station)
    - [Settings - Reporting](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-reporting)
    - [Settings - Professional Log Books](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-professional-log-books)
    - [Settings - Toolbox](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-toolbox)
    - [Settings - Texting Set up](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-texting-set-up)
    - [Settings - Accounting Setup](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-accounting-setup)
    - [Settings - Integrations](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-integrations)
- [SALES & DEMONSTRATIONS](https://helpdesk.counselmore.com/sales-demonstrations?hsLang=en#main-content)

    - [Sales, Free Trials, Demonstrations](https://helpdesk.counselmore.com/sales-demonstrations?hsLang=en#sales-free-trials-demonstrations)
- [MEMBER BENEFITS](https://helpdesk.counselmore.com/member-benefits?hsLang=en#main-content)

    - [Community Resources](https://helpdesk.counselmore.com/member-benefits?hsLang=en#community-resources)
    - [Member Benefits](https://helpdesk.counselmore.com/member-benefits?hsLang=en#member-benefits)
    - [Customer Service Support](https://helpdesk.counselmore.com/member-benefits?hsLang=en#customer-service-support)
    - [Privacy Policies](https://helpdesk.counselmore.com/member-benefits?hsLang=en#privacy-policies)
- [Sales Lead Tools](https://helpdesk.counselmore.com/sales-lead-tools?hsLang=en#main-content)

    - [Directory](https://helpdesk.counselmore.com/sales-lead-tools?hsLang=en#directory)

[![Chill listening crop-3](https://helpdesk.counselmore.com/hs-fs/hubfs/seminarsBadge-gold.png?width=26&height=26&name=seminarsBadge-gold.png "Chill listening crop-3")](http://counselmore.com)

Please note that CounselMore is a robust college planning platform with multiple integrations.

Copyright © 2025, CounselMore