Adding a family member

You can add family members to a client’s profile. Family members 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. To remove a family member, see Removing a family member.

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 Relationships.
4. On the Relationships menu, click Family Member.
5. In the All transactions for this account paid by box, select who will pay for this family member’s account transactions.
6. In the This client is a box, define the relationship between the client and the family member.
7. Enter the family member’s information:
   • If the family member is an existing client, enter their name in the Choose existing user field and click ADD.
   • If the family member is a new client, enter their personal information into the profile below.
     • Under EMAIL:
       • If you want this family member to use the 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, select the Allow client to sign in with their own credentials
     • If the family member is a minor, their FIRST NAME, LAST NAME, EMAIL, DATE OF BIRTH, and HOME LOCATION must be completed on their profile before a waiver can be signed for them.
8. Click CREATE ACCOUNT.