Adding a child:parent record or a client using an existing email address. : SIF Health & Safety-net Support Centre

Adding a childrens record or client using an existing email address Print

Created by: Tom Marshall

Modified on: Thu, 23 Dec, 2021 at 2:35 PM

There will be times where you will have a client who will need to use an email address of an existing client. For example, you might treat a child of an existing client, and to allow the forms to be sent out, you will need to use the email address of that existing client.

If you are adding a record of a child then leave the the email section blank but input the parent/guardian email into the 'contact email'.

To add a client in with the same email address as another, follow these steps:

1) Head into 'Clients'

2) Click 'Add New Client'

3) Add their First Name and Last Name

4) There is a box labelled 'Contact Email'

- This will be to the right of the First Name box if using a desktop, and will be further down the page if using a tablet or mobile device

5) Fill this box in with the existing client email address

- Do not fill in the box labelled 'Email'

6) Click 'Save'

You can then add your client in for an appointment within the calendar in as you normally would.

Tom is the author of this solution article.

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Adding a childrens record or client using an existing email address Print

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