PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.
Search:
Contents
:
BookmarkPrint

Home > Clients > Client How To's > Adding Family Members
Adding Family Members

Follow these steps to add family members to a client:
  1. Open the client record.

  2. Go to the General Tab, and click the Plus ("+") button above the grid on the right-hand side to add a family member.

  3. Fill in the information for the family member.

  4. Click OK to save the family member information.

  5. Use the Minus ("-") button to delete a family member. Or, double-click an existing family member to modify their information.

See Family Member Relationships to customize the options available in the Relationship drop-down list.
See Company Preferences - Client to set which ages display on the General tab of the client record (NEW 2018!).
See also: Finding a Family Member

 



See also


Was this information helpful?YesNo

How would you rate this page?