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
