Guardian details

You are able to add guardian details to a client record, and have the ability to include them automatically on any email communications. This is useful if the client has their own email address and access to make bookings, but a guardian wants to be notified of any interactions.

This is different to a family account, where both the parent/guardian and the child have client accounts within the system, but they share a single email address. For more information please see the Managing family accounts article.

This article outlines how to enable the capturing of guardian details, entering them on a client's profile (and are searchable via a Client search), and how to enable automatic correspondence to them.

Enabling guardian details

Steps

1. Navigate to Setup > Business Detail > Clients tab
2. Under the Additional Client Fields section, check the Guardian's Details field to enable the capturing of guardian details including their name, phone and email
3. Click Save

Adding guardian details to a client 

Steps

1. Navigate to the client profile you wish to add guardian details to
2. Enter in the guardian details: Guardian's Name, Guardian's Phone, Guardian's Email
3. Click Save

Enable automatic email correspondence to guardian 

Steps

1. Navigate to Setup > Business Detail > System tab
2. Under the System Options section, check the CC email correspondence to a client's Alternate and/or Guardian email address option
3. Click Save