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Two minors same parent

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5 comments

  • Sara

    Hi Tanya,

    Instead of creating a new parent contact for the second client, you can add the same parent contact by using the search bar. When you go to add a contact for the second client, go to the client's Overview page > Contacts box > Add Now > search the parent contact name and then select the same profile that was used for the other client. This will prevent duplicates and allow the parent to use the same email for both clients.

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  • Lisette Perez, MS LMHC

    I have the same issue, I was able to add the parent but SP will not grant access because the email is the same as the sibling.  How can I bypass this or is there a way to share the parent without having to ask her to enter her information again?  Such as with the credit card information. 

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  • Sara

    Hi Lisette,

    If you would like to use the same email address for a contact and client then I recommend following these steps suggested in this Help Center guide: Adding team members or clients using the same email address.

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  • Hillery Jones

    I am having the same issue. I am seeing sibling of a client and cannot add the same parent email to add the client to SP

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  • Sara

    Hi Hillery,

    Our recommended workflow for this is to have the parent as a contact and attach the same parent profile to both clients which will allow the parent to receive all email communication about the clients to the same email address. If you do not have the same contact attached to each sibling then you will need to use either two different emails for both clients or use an email modifier. I recommend looking at this Help Center guide for more information on this: Adding team members or clients using the same email address.

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