Use this article to mark a client as a minor and store guardian details on the client form, and to link relatives to each other under Family Members on the contact profile. For a client under 18 you can store guardian details on the contact, and any contact can be linked to relatives from the profile. We will look at Sophie Alvarez, a minor with two guardians, and link her father Marcus Reed as a family member.
How do I mark a client as a minor and add guardians?
To mark a client as a minor and add guardians, tick ① Contact is a minor on the client form. Two guardian blocks appear. Under ② Guardian One enter the ③ MOM Full Name and ④ Phone Number; under ⑤ Guardian Two enter the ⑥ DAD Full Name and ⑦ Phone Number. Fill in the child's own details below the guardian blocks, including ⑧ DOB, and click Submit.
Where do I find a minor's guardians on the profile?
To find the guardians on the contact profile, open ① Guardian Details under the Contact Tag card. ② Guardian One and ③ Guardian Two show the saved names and phone numbers, with boxes for a role and an email you can fill in later. Click ④ Save after any change in Guardian Details.
How do I link a family member to a contact?
To link a family member, go to the contact card on the profile and, next to ① Family Members, click the ② + button.
A small family panel opens. Click ① Add someone else.
In the Add Family Member dialog, ① type part of the relative's name, email or phone in the search box and ② click the matching contact in the results.
In the Select Relation dialog, choose ① how the person is related to this contact (Mother, Father, Daughter, Son, Sister, Brother, Grandmother, Grandfather, Spouse or Other) and click ② Next.
A Share Payment Method prompt then asks whether to share this contact's payment method with the relative. Click ① Yes, Share to let the relative use the saved payment methods, or ② No to keep them separate.
How do I check that the family member is linked?
To check the link, look at Family Members on the contact profile: the relative now appears there with the relation you chose, in this example ① Olivia Bennett as Mother and ② Marcus Reed as Father. Each family member row has the same call, text, email, view and sale icons as the contact card.
The family link is made in both directions. On Marcus Reed's profile, ① Family Members now lists ② Sophie Alvarez as Child.
