Adding or removing family members from a client’s profile

You can add and remove family members from a client’s profile. When a family member is added to a client’s profile, they can perform actions on each other’s behalf, as well as share emails and Purchase Options. Additionally, a family member can opt to pay for another family member’s transactions. There is no limit on the number of family members a client can have.

Once the family member is removed, the client can no longer interact with the family member’s profile. If the family member was paying for the client’s services, this will no longer be in effect.

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To add family members to a client’s profile:

1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
2. In the list of clients displayed, click the client’s name.
3. On the side menu, click Profile Details.
   • Alternatively, you can click Relationships on the side menu.
4. Under RELATIONSHIPS, click Add relationship.
5. On the Add relationship popup, enter the required information:
   • If the family member is an existing client, under CHOOSE EXISTING CLIENT, enter their name in the search field and click Add.
   • If the family member is a new client, enter their personal information under ADD NEW CLIENT.
   • If you want this family member to use the related client’s email address, select the Use [client’s first name] email checkbox.
   • If you want this family member to sign in with their own credentials, set the Enable login account option to ON.
   • If the family member is a minor, their First name, Last name, Email address, Date of birth, and Home location must be completed on their profile before a waiver can be signed for them.
6. Under RELATIONSHIP SETTINGS, define the relationship between the client and the family member:
   1. Under All transactions for this account paid by, select who will pay for this family member’s transactions.
   2. Under Relationship type, select an option that defines the relationship between the client and the family member.
7. Click Add.

To change a family member relationship type from a client’s profile:

1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
2. In the list of clients displayed, click the client’s name.
3. On the side menu, click Profile Details.
4. Under RELATIONSHIPS, click the Action button next to the family member and select Change relationship type.
5. In the Change relationship type for [client name] popup, select the relationship type from the dropdown menu.
6. Click Save.

To remove a family member from a client’s profile:

1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
2. In the list of clients displayed, click the client’s name.
3. On the side menu, click Profile Details.
4. Under RELATIONSHIPS, click the Action button next to the family member and select Remove relationship.
5. In the confirmation popup, click Remove.