You may find that you have added a Junior Contact/Member into your system, and you now need to link them to their Main Contact/Parent.
This is automatically done when a Parent purchases a Coaching course or Membership for their child, but can also be done via the Admin Area. To do this, please follow these steps:
First, head to your Contacts Module and select the Junior that you need to add the Main Contact to, and scroll to the bottom of their record.
Here you will see if they have any Parent/Guardian's linked to their account (this is the person who will receive the emails when you email a Junior contact) along with how they were 'added' i.e via Coaching.
If you need to add another Parent/Guardian, or they do not have any displaying, you will need to click on the blue 'Add Parent/Guardian'
Please Note: This will only display for those who have the Junior Tag
Once you have clicked on the blue 'Add Parent/Guardian', you will be taken to the following page:
Here you will be able to create a New Contact or choose from your Existing Contacts.
Once you have added the Parent/Guardians click the blue 'Submit' button, you will then be taken back to Junior's contact record.
The new Parent/Guardian will show that they have been added via the Admin Area.
If you need to remove any of the Main Contacts from the Junior's record at any time, click the blue 'Remove' button.
Any comments?
If you have any thoughts or comments on this article, please contact us at support@clubspark.co.uk