To add a Spouse during client/person profile creation:

  1. Login to your dashboard.

  2. Click "People" on the left sidebar.

  3. Click "Add Person".

  4. After filling out your first client/person information, click "Add Spouse/Partner".

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To Add a Spouse After Client/Person Profile Creation:

  1. Login to your dashboard.

  2. Click "People" on left sidebar.

  3. Select the client/person profile you wish you add a Spouse/Partner for.

  4. Click "Add Spouse/Partner".

  5. Once the information filled in, click "Save".

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