Here are the steps to add a client relationship:
Navigate to the Clients page
Select a client record to which you would like to add a relationship to
Go to the Relationships page
Select the More Actions drop-down and press Add Relationship
Complete the form and select Connect
Here are the steps to update or edit a client relationship:
Navigate to the Clients page
Select a client record to which you are updating
Go to the Relationships page
Select dropdown, then Edit or Delete
Complete update and Save
Our team will be available to answer any further questions you may have. Just reply via messenger or reach out on team@carepatron.com.