PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.
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Home > Clients > Client How To's > Creating a Client from a Family Member
Creating a Client from a Family Member

Follow these steps to quickly create a new client from a family member.

  1. Open the "Parent" client.

  2. Right-click on the family member that should become a new client.

  3. Click the option to create a new client record.

  4. A new client record will open containing the family member's information, along with a new client number. Note: The original client is automatically added as a family member on the new client record and the new client remains a family member on the original client.

  5. Save and close the new client.



See also
Creating a Client
Client's Summary: YTD totals explained
Deleting a Single Client
Deleting a Group of Clients
Exporting Clients
Finding a Client
Importing Clients
Handling Duplicate Clients
Communicating with a Client
Merging Two Clients
Attaching a File
Net Promoter Scores (NPS) (myStratus Only)
Using Client Groups
Adding Clients to a Group
Removing Clients from a Group
Using Lead Sources
Using Client Status Triggers
Using Client Status Due Date
Loyalty Rewards
Adding Family Members
Finding a Family Member
Adding Clients to a Marketing Plan
Choosing the Client Image
Setting up the Client Number System
Printing a Client Profile
Printing a Client List
Tracking Referrals
FAQ - How to track sports teams
FAQ - Membership Plans


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