Set up test Contacts to experience the client’s view on both the desktop and the mobile app. This allows you to explore features, test workflows, and ensure a smooth client experience.
Important: When creating a test contact, you must use a personal email address for the primary email. This ensures the test user functions like a real client and avoids conflicts with firm accounts.
To Create a Contact:
Click +Add New at the upper-left corner.
Click Contact.
Fill out the following fields (Note: making up a contact name is best practice)
First Name: John
Last Name: Doe
Primary Email: your personal email
Click Save.
Click the ellipses (three dots) on the right-hand side of the screen.
Click Send Invite.
The invitation to Liscio will now be sent to your personal email.