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Home > Clients > Client How To's > Adding Family Members

Adding Family Members

Follow these steps to add family members to a client:

  1. Open the client record.

  2. Go to the General Tab, and click the Plus ("+") button above the grid on the right-hand side to add a family member.

  3. Fill in the information for the family member.

  4. Click OK to save the family member information.

  5. Use the Minus ("-") button to delete a family member. Or, double-click an existing family member to modify their information.


See also
Creating a Client
Importing Clients
Exporting a Client List
Finding a Client
Deleting a Client
Communicating with a Client
Checking for Duplicates
Using Client Groups
Using Lead Sources
Tracking Referrals
Using Client Statuses
Using Client Status Reasons
Choosing the Client Image
Setting up the Client Numbering System


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