Linking Family Members
We often have families coming in and have to imput all the information for everyone. It would be good to be able to link the family with addresses, numbers etc or have them on a option together. Especially when it is minor dependants.
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AdminJulie (Product Designer, Gensolve) commented
Thanks for the request, we have something similar to this already.
Client Relationships can be entered on the Client's Contact Details form. Here you can enter details for family members who may or may not be existing clients of yours already.
You can also set up another client to be billed the charges. For example on the client details screen of a child, you could select the parent on their 'Charge To', and all future charges will automatically be billed to the parent's account.