Adding Family Members Manually

For accounts with the family member feature enabled, you can add a family member to a client record from the Clients tab.

Things to Know:

• The ability to create or edit pet profiles is governed by the "Edit Client Information" access control setting.
• The client must be added before any associated family members can be added to their profile. Family members cannot be created without first linking them to an existing client record.
• Family member names must be unique and cannot match the name of the client.
• If custom family member fields have been created and marked as required, those fields must be completed before each family member profile can be saved. Learn more about custom familyfields here.

To add a family member, simply:

1. Navigate to the Clients tab
2. Search for the desired client 
3. Open the profile
4. In the top right, select Add Family Member button
5. Enter as much information about the family member as necessary, first name is mandatory.
6. Save your changes 

The family member will now be displayed on the primary client's profile.

To add additional family members:

1. Expand the "All Family Members" menu in the top right
2. Click on the "New Family Member" option
3. Enter as much information about the family member as necessary
4. Save

Related Article:

Merging Child Accounts