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.