Legal Guardian

Need to define a guardian for a client who is a minor? Indicate the parents or legal guardian for a client minor, making it easier when scheduling appointment reminders or taking a payment.

Add a Guardian

A guardian/parent can be added as a contact for the client minor.

  • Select My Clients from the left-hand menu
  • Locate and select the client name
  • Navigate to the client's 'Contacts' section
  • Select Add Contact when creating a new (guardian) contact
  • There may also be an option to edit an existing contact, if available
  • From the Relation drop-down menu, choose the 'Parent/Guardian' option