How to Effectively Communicate with Child Clients Using Family Groupings ?

Created by Thibault Breboin, Modified on Thu, 23 Jan at 8:06 AM by Thibault Breboin

When working with child clients, Family Groupings are an effective way to ensure communications reach the designated responsible party (usually a parent). This system involves grouping related clients together and assigning a single Responsible Holder for the group. This holder receives all communications for the group members (emails and SMS).

To create a Family Grouping and add a client:

1. Navigate to the client page of the Responsible Holder (parent or guardian).

2. Click on the following Icon

3. In the modal that appears:

Create a new Family Grouping by clicking the corresponding button.
(Optional) Add the client to an existing Family Grouping by selecting the Responsible Holder from the list.

4. Add Clients:

Use the autocomplete list to add existing clients to the newly created Family Grouping.
(Optional) Create a new client directly within the modal.

5. Confirmation:

Upon completing these steps, the Family Grouping icon on both the Responsible Holder's and the child clients' pages will turn orange.
A new section will appear on the child clients' pages to indicate their membership in the Family Grouping.