Add a Child or a Dependent Person to a Client’s File

To add a dependent person (child, relative, etc.) to a client's profile, perform the following steps:

1.Click on Clients 

2. Select the desired client

3. Click on Dependants (Ex: Children) 

4. Click on Add. If the child is already an existing client, select them from the Existing Client list. If the child is a new client, add their information in the New Client form

5. Click on Add to confirm

Here is how to navigate from a client's file to another: 

1. In the account of the parent/guardian you will be able to see the dependent listed and click on their name to view their client profile

2. In the client file of the dependent person, under their name, you will see the parent/guardian that is associated with them