How do I create a couple/family record?
If your professional order's recordkeeping standards allow it, you can create files for couples, families, or groups.
To do this,
- Follow the regular method for creating a new record.
- You can then click on Update in the left-hand menu, to edit the Title of the record.
- Rename the record to Group X, Family Y, or the names of both partners.
- Then, create profiles for each person by clicking on Add.
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