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How do I create a family profile with a primary client and other family members?
How do I create a family profile with a primary client and other family members?
David Shull avatar
Written by David Shull
Updated over a week ago

To create a family profile, follow these steps:

  1. Create individual profiles for each family member.

  2. Link family members by adding them under the "Relationships" section on the right side of the primary client's profile.

This method allows you to manage family connections under one primary client profile effectively.

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