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
- Make sure to add an email address (for receiving/enabling portal reminders)
- Save when complete