How to create the spouse/partner's profile
1. To create a new client record for a spouse, search for the original client and click the 'Amend' button.
2. You should see the client record for the person who's spouse you are creating. Please make sure all the spouse details have been entered on this page
3. Once the Spouse details have been entered, you should see a 'Spouse' category on the clients profile page. Click on the
'create' button to create the spouses client record. The spouse/partner
record will be created and information from the initial client record
carried over. You will however be required to enter the contact details
for the spouse.
4. You will be asked to confirm you want to create the record and that you have added all required data to the original profile. Select 'yes' to create the record.
5. If everything is successful you will be presented with a confirmation.
Related Articles
Creating a new client
Please find an Interactive Guide here To create a client: 1. Navigate to the Client Manager which is found under the Activities menu in the top left of Arken Professional. 2. Click on the 'Add Client' button. 3. You will be presented with the Create ...Amending details of an existing client
It's easy to edit an existing clients record. 1. To edit or amend an existing client record, search for the client you need to edit and click the 'Amend' button. 2. You should see the client record: 3. Click 'Update' to enter the Client profile and ...What is the client manager?
You'll see the Client Manager in the Activities menuon the left side of the Dashboard This is where you will create, delete and edit client details.