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Minor client and contact with same contact info



1 comment

  • Gillian

    Happy to help, Kelly. On your end, you can remove the phone number and email from the client's information, instead linking the parent to them as a Contact. That way, they can complete paperwork for the minor client, access the Portal, receive Reminders, and pay invoices in the Portal on the minor's behalf. If you'd like comprehensive step-by-step instructions on how to set this up, check out our Help guide here:

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