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Adding Client's Family

How to add family members to a client account

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Written by Alex Forde
Updated over 5 months ago

Adding family members to a clients account is a simple task.
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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.
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From the drop down menu select the relevant Relationship.

The information has now been saved into the system.

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