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Adding spouse to existing client

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  • Sara

    Hi Jessica,

    In order to create a couple out of an existing client, you will need to create a new couple client and add the existing client. To do this, create the couple client and add the first client by searching the existing client's name to pre-populate their information and then add the second client as the new client by inputting their information. Here is a helpful Help Center guide on couple clients: Enhanced Client Management for Couples.

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