---
title: Managing Contacts
description: "**Contacts** let you securely store information about people in your **Contact Book**. You manage all contact information directly, and you can include as much or as little detail as you want – only a first and last name is required.…"
url: "https://lifeready.io/guide/my-contact-book/managing-contacts/"
updated: "2025-11-11"
category: MY CONTACT BOOK
---

# Managing Contacts

**Contacts** let you securely store information about people in your **Contact Book**. You manage all contact information directly, and you can include as much or as little detail as you want – only a first and last name is required.

You can create, edit, and delete contacts at any time.

### What Sort of Contacts Should I Have?

A contact is someone whose information you want to keep but who doesn't need access to your folders or records. Common types include:

- **Trusted Party (Professional):**Lawyer/Solicitor, Accountant, Financial Advisor, Business Partner.
- **Trusted Party (Personal):**Family (Spouse, Child, Sibling, etc), Friends.
- **Important Contacts:**Emergency contacts, Next of Kin, Doctor, Dentist, and general contacts.

### Creating a Contact

To create a Contact, go to the Contact Book and click the '**+ Add New**' button in the top right, then select '**+ Create a New Contact**'.

![](https://lifeready.io/wp-content/uploads/2025/11/image-39.png)

Fill out the form that appears. You only need to enter a first and last name to create the contact – all other fields can be completed later.

![](https://lifeready.io/wp-content/uploads/2025/11/image-35.png)

> You will not be able to submit the form without completing both name fields. If you're unsure of either name, just enter a single letter or number as a placeholder and update it later.

> **Contacts require unique emails.** All Contacts must have a unique email address (if they have one) to ensure proper sorting and management. This also applies to Trusted Parties.

### Editing a Contact

To edit a Contact, select their name from the left panel to display their details:

![](https://lifeready.io/wp-content/uploads/2025/11/image-36.png)

Once their details appear in the right panel, click the '**… Options**' button and select '**Edit Information**' from the menu:

![](https://lifeready.io/wp-content/uploads/2025/11/image-37.png)

The process is the same as creating a Contact – edit the information as needed and click '**Save**' when finished.

### Deleting a Contact

To delete a Contact, click '**Delete Contact**' from the '**…Options**' menu:

![](https://lifeready.io/wp-content/uploads/2025/11/image-38.png)

> Deleting a Contact is **permanent** – all data stored within that Contact will be lost and cannot be retrieved.

### Inviting a Contact to be a Trusted Party

If a Contact has an email address, you can invite them to be a Trusted Party. Select the Contact you want to invite and click '**Invite to be a Trusted Party**' from the '**… Options**' menu. Confirm the invitation when prompted, and it will be sent automatically. No further action is required from you.