How do I create dependents for my clients?

This guide provides step-by-step instructions on how to add dependents for your clients.

1. Click “Clients”

Click the ‘Clients’ tab.

2. Select a Client

Select a client for whom you want to create a dependent.

3. Click “My Dependents”

In the Client section, click the ‘My Dependents’ tab.

4. Click “Create Dependent”

Click the ‘Create Dependent’ button to open a modal.

5. Click “Create new dependent”

Click t ‘Create new dependent’ button to begin creating a new dependent profile.

6. Fill in the dependent information

Fill in the dependent information.

7. Enable/disable Additional Settings

You can enable or disable the “Make account a full account with a login” checkbox. Enabling this option converts the dependent account into a full account with its own login credentials.

Similarly, you can enable or disable the “Allow dependent to access your payment information” checkbox. When enabled, the manager’s payment info will be shared with the dependent.

8. Select Waiver Settings

Select an option for signing waivers.

9. Waiver Settings

The Waiver Settings allow you to choose who will be asked to sign waivers. You can allow both managers and dependents to sign, or limit signing to either managers or dependents.

10. Select Required Assessments

Choose an option for Required Assessments.

11. Required Assessments

The required assessments allow you to choose who will be asked to complete required assessments. You can allow both managers and dependents to complete, or limit either managers or dependents.

12. Select Email Settings

Select an option for Email Settings.

13. Email Settings

The email settings allow you to choose who should receive the email. You can allow both managers and dependents to receive, or limit either managers or dependents, and allow dependents to receive the email and receipts to manager.

14. Click “Create Dependent”

Click the ‘Create Dependent’ button.

15. Click “Link existing client”

Click the ‘Link Existing Client’ button to create a dependent by linking an existing client.

16. Click “Select Client”

Select a client from the list, and customize the waiver settings, required assessments, and email settings as needed.

17. Click “Create Dependent”

Click the ‘Create Dependent’ button.

This guide has covered the process of creating dependents for clients.