Create a relationship between existing clients
1. Open an existing client
2. Click "Relationships"
3. Choose relationship type and enter a new or existing client name
In this case, Amanda and John are already existing clients. Once you click save, John's Client Profile will also show Amanda as their spouse.
Create a relationship with a new client
Let's add a second relationship with a brand new client
1. Click "Add relationship"
2. Choose relationship type
3. Enter a new name
4. The new relationship will create a brand new Client Profile card for Jane, who will automatically have Amanda listed as her sibling in her "Relationships" tab
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