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Mom is a contact as well as a client

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  • Ayelette

    Hi Heather,

    Thank you for reaching out directly to our team. I see that my colleague Maddy was able to provide assistance.

    To summarize, when a single party in your account has a few roles, e.g. a contact on more than one minor profile plus their own client profile, you can set up the same core profile on all of these profiles so that this party can receive appointment reminders and access the Client Portal for all profiles using the same contact information.
     
    When a party has been set up as a Contact on a client's profile, here's how you can create an individual client profile for them:
    1. On the client's profile where this person is a contact > click Edit > Contacts.
    2. To the right of the contact, click Manage > Create an Individual Client.

    For more information on managing minor profiles, I highly recommend checking out this Help Center resource: Managing Clients & Contacts.
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