If a guardian would like to receive services and be added as a client, there’s no need to create a separate record. You can quickly register them as a client using their existing email address, and the system will link their information automatically.


Step-by-Step Guide

  1. Copy the Contact’s Email Address

    • Go to the client profile where the contact is listed.

    • Locate the Primary Contact.

    • Copy their email address.

  2. Go to the Clients Tab

    • Navigate to the Clients tab.

    • Click the New Client button.

  3. Enter the Existing Email Address

    • In the New Client modal, enter the contact's first name, last name, and birthday.

    • Then scroll down to the Email Address field.

    • Paste the copied email address and press Enter on your keyboard.

  4. Register as a Client

    • A modal will appear notifying you that the email address is already in use.

    • Select “Register as a Client”.

  5. Complete the Registration

    • Continue filling out the remaining client details.


Note: This option is available only to users with the Guardian role. Users with the Contact or Representative role cannot register as clients using their current email address.