It is now possible to add relationships to a client’s account, whether it's adding two parents for a child, a caregiver, or a tutor.
If we take the example of a child and their parents, you can indicate who can manage the appointments, receive communications, receipts, and invoices, or fill out intake forms.
This new feature replaces the concept of a dependent person, but with more flexibility.
The “Relationships”’ tab is now available in every client account. Here you can view the client’s relationships:
Here's an example of a relationship between a mother and daughter:
If a client has several associated relationships - a primary contact must be added, it will be the payer by default.
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