How do I add a grandchild?
To add the client's grandchild, you will need to first add a child to the client and then add a child to that child.
- Navigate to the people tab, click on the client's icon and ensure it is surrounded with the blue circle.
- Click "+Add" and select "Child" from the drop down list. Enter the child's information and click "Add" in the bottom corner.
- Click the icon of the child you just created and ensure it is surrounded by the blue circle. Click "+Add" and select "cCild" from the drop down list. Enter the grandchild's information and click "Add" in the bottom corner.
How do I add a Niece or Nephew?
To add the client's niece or nephew, you will need to first add their sibling and then add a child to that sibling.
- Navigate to the people tab, click on the client's icon and ensure it is surrounded with the blue circle.
- Click "+Add" and select "Sibling" from the drop down list. Enter the sibling's information and click "Add" in the bottom corner.
- Click the icon of the sibling you just created and ensure it is surrounded by the blue circle. Click "+Add" and select "Child" from the drop down list. Enter the nice or nephew's information and click "Add" in the bottom corner.
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