Adding a New Member

Posted on 2022-09-13 Updated on 2024-02-23

Initiate Addition: Click on the “Add Member” button. A pop-up will appear for entering the new member's information.

Adding Family Members: If the new member has family members to add, toggle the bar to reveal additional input fields for their information.

Saving and Continuing: After entering the initial details, click 'save' to proceed to the next page, where you can add more family members if necessary.

Auto-filled Information: On the family member addition page, you'll notice that the Last Name and Address fields are pre-populated based on the primary contact’s details.

Finalizing Addition: Once all information is inputted, click 'save' again. This action automatically groups the primary member and their added family members together in the database.

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