Video Guide

Article

In this article, we will guide you through the process of adding relationships and dependents to a client's profile in Transform.

Step 1:

To begin, navigate to the 'Clients' tab and use the search box to search for the client.

Step 2:

Enter the client's first and last name, or their ID, and press 'Enter' to search. Upon finding the client, select their profile.

Step 3:

Inside their profile, go to the 'Profile' tab and then to 'Personal Info'.

Step 4:

Scroll down until you reach the 'Relation' section and click on the 'Add' button.