Skip to main content

Duplicate Client File

Answered

Comments

1 comment

  • Sara

    Hi Melissa,

    In order to set this up for these clients in your account, you will need to add the mom as a contact for both of the clients already in your account. Then, migrate the email address that is in the minors profiles into the contact profile for the mom. This will allow the mom to have access to their own Client Portal as a contact for the clients. Then, go to one of the client's Overview page > Edit > Contacts > Manage > Convert to an individual client. This will allow the mom to have access to both of the client's Client Portal's as well as their own Client Portal all while using the same email address.

    Here is a helpful Help Center guide on contacting our Customer Success Team via phone: Getting Phone Support assistance.

    Comment actions Permalink

Please sign in to leave a comment.