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Adding Client's Family

How to add family members to a client account

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Written by Alex Pogozo

Adding family members to a clients account is a simple task.

From the menu, tap Clients.
Scroll or search for the relevant client.

Find Client's Family.
Tap Search and search relevant family member.

Tick relevant family member.
Click Save My Family.

From the drop down menu select the relevant Relationship.

The information has now been saved into the system.

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