Add client relationship

How do I add a client relationship?

Jamie Frew avatar
Written by Jamie Frew
Updated over a week ago

add relationship

Here are the steps to add a client relationship:

  1. Navigate to the Clients page

  2. Select a client record to which you are adding a relationship

  3. Go to the Relationships page

  4. Select Add, then relationship

  5. Complete form and select Connect

Our team will be available to answer any further questions you may have. Just reply via messenger or reach out on team@carepatron.com.

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