Creating a New Client Demonstration

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Transcript

Welcome to the Starting a Family demonstration. You will learn how to add a family. The Family function allows you to book families in together.

To enter a family while adding a new client, use the Add a Client screen by selecting the New Client button in the Reception screen. After the client details are entered and the record is saved, the Start a Family and Join a Family buttons become active.

Selecting the Start a Family button will open the Family Management screen and designate the current client as the Family Head. To add new members to the family record, select Add New Member.

Select the desired client from the client list, and select the blue checkmark button.

New family members are always given the role Dependant – Child. To change the family role, select Modify Family Role. Select the appropriate role from the pop-up menu.

This will open a pop-up window, asking if you want to change the family role. Select yes.

To record the relationship to the family head, select the new member from the list. Select the relationship field and choose the correct relationship from the drop-down list.

Once you have selected the relationship, you must save the record before adding new members or making other changes to the family record. Check that all information is correct before saving and exiting.

This is the end of the Starting a Family demonstration.

Return to Families

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