We are happy to announce the new dependent management functionality. This allows professionals to add children accounts to the account of a parent. When a professional schedules an appointment with the child, the parent will receive the emails and SMS messages like requests and reminders.
Here is the fastest way to create both a parent account with a child account
- Create the client account of the parent with all the information available. No need to click on the Add button at this point.
- Under the section Dependents, click on the + button
- This action automatically saves the parent account information
- Enter the child’s information or select the child from the selector at the top of the page if the child account already exists.
- Click on Add
That’s it! The child account should be visible in the parent’s dependent list and in your client list.