How to create a Parent and Child client relationship

The client-parent-child relationship can be created by following the below instructions

• In the Clients module, bring up the client that will be the parent.

• On the right-hand side select the "Make this a Parent client" field and click Save.

• Bring up the client that will be the Child.

• Locate the "Report Parent client (if created)" field and select the Parent client. Click Save.

• If the GRATIS user needs to link more clients to the Parent client, the process will be the same.