Clients /People
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      Adding A Spouse

      How to add a spouse/partner to a contact profile

      To add a Spouse during client/person profile creation:
      1. Click "PEOPLE" on the left sidebar.
      2. Click "ADD PERSON".
      3. After filling out your first client/person information, click "ADD SPOUSE/PARTNER".

      To Add a Spouse After Client/Person Profile Creation:
      1. Click "PEOPLE" on left sidebar.
      2. Select the client/person profile you wish you add a Spouse/Partner for.
      3. Click "ADD SPOUSE/PARTNER".
      4. Once the information filled in, click "SAVE".