For accounts with the family member feature enabled, you can add a family member to a client record from the Clients tab.
- Navigate to Clients
- Search for the desired client
- Open the profile
- In the top right, select Add Family Member button
- Enter as much information about the family member as necessary, first name is mandatory.
- Save your changes
The family member will now be displayed on the primary client's profile.
To add additional family members:
- Expand the "All Family Members" menu in the top right
- Click on the "New Family Member" option
- Enter as much information about the family member as necessary