When two client accounts are linked through a relationship, you can choose to disable one client’s login privileges and send all their email messages to the linked client’s email address. These linked accounts will share email login information. This action can be reversed at any time.
Note: When clients share an email, automated notifications may be duplicated for the email owner. For example, a parent booking for a child may receive two booking confirmation emails.
Use a relationship’s email address
To use a relationship’s email address, follow these steps:
On the Top Nav Bar, click the Search button
and then search for the client whose email address will be used. For example, if a parent’s email address will be used for a child’s profile, go to the parent’s client profile.On the side menu of their client profile, click Relationships, and select the linked client whose login information will be disabled.
On the side menu of the relationship’s client profile, click Profile Details.
Under Email address, click Disable login account.
In the confirmation popup, click OK.
Under Email address, select the Use [relationship]’s email checkbox.
Click Update Account.
Stop using a relationship’s email address
To stop using a relationship’s email address, follow these steps:
On the Top Nav Bar, click the Search button
and search for the client who is currently using their relationship’s email address. For example, if a child is using their parent’s email address, go to the child’s client profile.On the side menu of their client profile, click Profile Details.
Under Email address, select the Create Login Account checkbox.
Enter the client’s email address in the email field.
Under Password, enter the new password for the client’s account.
Under Re-Enter Password, re-enter the new password for the client’s account.
Click Update Account.