What is the purpose of the linked client field?

This article outlines how to utilize the link clients option in the client card.

What is a Linked Client?

The Linked Client field is a field used to associate two clients with each other. The most frequent use of this would be in the case of a parent and their child.


In the example above, Claire (the parent) has been specified as the Linked Client for Sarah (their child). As a result, any appointment notifications (Confirmations, Reminders etc.) that are related to an appointment for Sarah will be sent to Claire instead, provided that Claire's email and/or phone number are saved to her profile and Claire is opted into Reminder Consent (this is opted in by default for all clients).

Appointment confirmations and reminders are all related to the Reminder Consent fields. All marketing emails relate to the Marketing Consent fields, and a client has the right to opt-in and out of either of these options at any time.

How can I link clients?

Go to Clients > Search for and double-click a client to open their Client Card > Enter the parent client's name in the Linked Client field > Click Save to finish.


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