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Phone Consult Session - Scheduling Under Parent of Minor's Name



1 comment

  • Ayelette

    Hi Tiffany,

    For some background, when a single party in your account has a few roles, e.g. they are a contact on one or more minor profiles and they will be seeing you directly, I recommend creating an individual client profile for the contact so that you can schedule appointments using that individual profile.

    Here's how you can create an individual client profile for a contact:

    1. On the minor's profile > click Edit > Contacts.
    2. To the right of the contact, click Manage > Create an Individual Client.

    For more details on managing contacts for minors, I recommend checking out this Help Center resource: Enhanced Client Management for Minors.

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