Articles on: Clients

Creating Relationships

You can create Relationships between clients in Plannr

Click into the client you'd like to edit.

Go to the Personal Details tab, then click Relationships.

Select Add New.

If you have not added a relationship to this client before, there will be a Create Relationship button instead

This brings up the following modal

Select the client from the drop down you'd like to create a relationship with and select what type of relationship this is.

Hit Save in the bottom right corner.

This will automatically create the inverse relationship to the selected person.

Updated on: 06/10/2023

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