How to Establish Relationships between Clients on their Profiles

Both clients will first need to be added to EZFacility with their own Profile.

On one of the clients profile on the Profile tab scroll down to the Relationship area.

Choose a Relationship Type from the drop down. The Relationship Type relates to the client whose profile you are currently on.

Then type in the name of the client you wish to relate with. When you see the correct name appear click on it.

Click on the Add button.

The relationship will show next to the drop downs.

To then save the relationship to the profile click on the Save button.

You will then be able to navigate from each Clients profile to the other client by clicking on the name of the other related client (in green).

The relationship will be different on the other clients profile e.g. The parent will show that they are the parent and the child will show that they are the child.