Add Relationships

Sometimes you want to associate one Client with another like a married couple or a parent and their child. Reach allows you to create individual Clients for each person but lets you associate them with multiple other Clients as relationships.

The instructions below outline how to add an alternate contact for a Client:

1. In the sidebar, click on Contacts
2. Select the Client you want to add an alternate contact for
3. Select the Edit button in the top right
4. Scroll to Add Relationship and click. Select the Client in the dialog that appears
   • If you do not have the Client already saved, you can create one from this dialog you can select New Client
5. Specify the Label for this Client (e.g. Spouse)
6. Optionally specify a Reverse Label which describes the relationship in the other direction. For example the label of "Spouse" could apply for both Clients but the labels of "Husband" and "Wife" are direction-specific.
7. Click Save
8. Repeat for as many relationships you want to add for this Client

Now whenever you see a Client's details, the related Client will appear as well.