Link a New Client to an Existing Client:

  • Open the Existing Client profile
  • Select Menu
  • Select New Client


  • Select + Family Member


  • Enter the New Client information
  • Select +Create Client


  • New Client will now show as linked to family in displayed pop-up


To Link an Existing Client to a Family:


  • Open the client profile of an existing client
  • Select +Link to Family


  • Select +Existing Client


  • Select the name of a client in the family you want to link to


  • Client is now linked to Family