Navigating the Contacts Tab

Navigating the Contacts Tab

Overview

Contacts are the family members or guardians of students who are using the family version of the ReachWell app. Please note that contacts in ReachWell are for organizations utilizing our First Class plan and, therefore, have access to private groups.  Contact permissions within the app include: 
  1. Receiving messages in the ReachWell app from their associated school(s) and their public and private groups.
  2. Sending/receiving direct chats to school-level admins and group-level admins of the groups to which they belong.
  3. NOT sending/receiving messages to other contacts. 

Visit these two articles for details about syncing contacts to ReachWell via Clever or a CSV upload!
To begin, navigate to ReachWell Dashboard > People > Contacts.  This will display a list of all contacts associated with your organization.  If you see a green check-mark under the Status column for a contact, this means their account is active. If you see a blue shield icon, this means they have verified with ReachWell using the verification code they were provided. If you see a grey shield, this means they have not yet verified.





  1. Sorting: Click on the First name, Last name or Status headers to re-sort the list of contacts.
  2. Select District: If you are an admin for multiple districts, you can filter contact data by selecting a specific district from the drop-down.
  3. Select School or Group: If you are an admin for multiple schools, you can filter contacts by selecting a specific school or group from the drop-downs.
  4. Add New Contact: Select this option to manually add a contact to ReachWell (First Class Plan Only). For detailed instructions, visit THIS article.
  5. Edit Contacts: Click the pencil icon under the Action column for a contact to edit details like their profile information, groups, relations and verification methods. 
    1. Please note: If your organization is syncing contacts to ReachWell from Clever or via a CSV upload, contact phone numbers and email addresses will need to be updated in your student information system (SIS) or in the CSV upload file, not in ReachWell.
  6. Deactivate Contact: Click the pencil icon under the Action column to open a contact's profile details page. From there, select the Action option to deactivate the contact.
  7. Bulk Options: There are several options that can be done in bulk from the Contacts page. Please visit THIS article for details.
For additional questions, please reach out to support@reachwellapp.com. We are happy to help!
Click here to subscribe to status updates through our ReachWell Academy channel on the app.

    • Related Articles

    • First Class/Economy Plans: Manually Creating & Managing Contacts

      Overview For organizations utilizing our First Class or Economy Plans this article provides instructions for manually adding and editing individual contacts in ReachWell. Contacts are the family members or guardians of students who are using the ...

    • Viewing & Modifying a Group's Contacts

      Overview ReachWell groups are for messaging that should not go out to your entire school or organizational community. Groups provide the ability to send targeted announcements to contacts (i.e. families) that belongs to specific groups. This article ...

    • Inviting Group Contacts on the App

      Send Email or SMS to Unverified Families ​ To send an invitation requesting that your group's contacts verify on the ReachWell app and join your school or organization, please: Navigate to your Dashboard > People > Contacts page.  Click the button ...

    • Invite Contacts - Text and Email Verification Codes - First Class Plan

      Overview Once the initial announcement has been sent to contacts letting them know about ReachWell per THIS article, you will then send your contacts (i.e. families) their official text invites with their verification codes.  For instructions on how ...

    • First Class Plan: Creating & Managing Contacts with a CSV Upload

      Overview There are several plan packages available for ReachWell clients. For organizations utilizing our First Class plan, contacts can be synced to ReachWell via a Clever sync, or by uploading a CSV file. This article details the process for ...