From Client iQ, select the desired client using the Search Bar

‍Click here to learn how to create a new client and invite them to their portal.

From the Client Profile select the Edit icon

Select the Client Relations Manager tab

Select + Add Another Relation

Select the Client ID

From the Type of Relation drop-down select the correct type of relation.

You can also type the Relationship to Client if you prefer

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Select the checkboxes to give access permissions to the new relation.

Note: Email can be selected in the client Reminder settings found in the Client Demographics for both the primary and secondary recipients to receive reminders

Select the Create Relation button

If the relation is not a client at this Practice, turn on the toggle and fill in the Client Relation Info.