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/guardian purchases a coaching course or membership for their child, but can also be done via the Admin area.
Steps To Add A Main Contact To A Junior Contact
Step 1:
First, head to your Contacts Module and find the Junior that you need to add the Parent/Guardian to.
Step 2:
Open up the record by clicking anywhere across the row and scroll to the bottom of their record. There is a Junior column you can reference to confirm if you are selecting the correct record.
Step 3:
Here you will see if they have any 'Parent/Guardians' 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 button.
Note: This will only display for those who have the Junior Tag
Step 4:
Once you have clicked on the blue Add parent/guardian button, you will be taken to the following page.
Here you will be able to create a 'New contact or choose an 'Existing Contact'.
Once you have added these details click the blue Submit button; you will then be taken back to the 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 Juniors record at any time, click the blue Remove button.
Adding Multiple Main Contacts & Juniors
It is possible to link multiple adult contacts to juniors and vice versa from the contacts profile. In the Guardian Contact Profile, you can view a list of juniors linked under them as a Main Contact, or select +Add button to link another profile.