PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.
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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 Family Member Relationships to customize the options available in the Relationship drop-down list.
See Company Preferences - Client to set which ages display on the General tab of the client record.
See also: Finding a Family Member

 



See also
Creating a Client
Creating a Client from a Family Member
Client's Summary: YTD totals explained
Deleting a Single Client
Deleting a Group of Clients
Exporting Clients
Finding a Client
Importing Clients
Handling Duplicate Clients
Communicating with a Client
Merging Two Clients
Attaching a File
Net Promoter Scores (NPS) (myStratus Only)
Using Client Groups
Adding Clients to a Group
Removing Clients from a Group
Using Lead Sources
Using Client Status Triggers
Using Client Status Due Date
Loyalty Rewards
Finding a Family Member
Adding Clients to a Marketing Plan
Choosing the Client Image
Setting up the Client Number System
Printing a Client Profile
Printing a Client List
Tracking Referrals
FAQ - How to track sports teams
FAQ - Membership Plans


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