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.

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