How to add a second contact to a client account
Trying to add the wife to a client account with husband as primary. I've already tried the following:
- Merging two client accounts - deleted the sub account (wife) contact info
- Adding wife contact from within husbands account - creates separate wife contact account
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Hi there!
Currently, the closest we have to replicate this would be to have the husband's contact with their own client card then creating the wife's information to be a sub account. With this route, all communication will only go to the primary (husband's) account but any appointments, payments, etc that the wife incurs, will be saved under her sub account. I have our guide that explains this in more detail here.
I have added you to our Feedback Center with an existing request we have about this. This helps us communicate to our devs that there is a growing need for this functionality. Any updates for the request, including if it added to our roadmap will be emailed to you automatically.
Please let me know if you have any questions.
Thank you!
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