How to Manage Relationships in Connect 

The Relationships section in Pabau Connect lets clients add and manage key contacts, such as family members, emergency contacts, or next of kin, directly from their profile. This helps clinics keep accurate records and link the right contacts when needed for billing, communication, or administrative tasks.

Step 1: Access the Client Portal

To access the client portal, click the ''Login'' button at the top right corner of your online booking portal.

If you already have an account you can simply login using your login details. If you're new, you can click ''Register'' to create a new account. 

Step 2: Navigate to the Avatar

In the client portal, click your avatar in the top right corner to access the features you can view. Then, click the ''Personal Details'' tab to access your relationships.

Step 3: Access Relationships

Once you open the ''Personal Details'' tab, the Relationships section appears on the left side of your profile. This is where you can see all relationships linked to your account or add new ones.

Step 4: Add a relationship 

To add a new contact, click + Add Relationship and choose the type of contact: Family Member, Emergency Contact, or Next of Kin. Then, enter the required information for each type.

For a Family Member, provide their name, email address, mobile number, and select the relationship type, such as Father, Mother, Brother, Sister, Husband, or Wife. You can also configure additional options to manage their role:

• Payor: This person will receive self-pay invoices, including excess invoices, and any receipts on behalf of the patient. To use this option, you must provide an email or postal address.

• Recipient: This person will be the addressee for letters or other correspondence. An email or postal address is required.

• Restrict Sharing: Select this option if the family member should not have access to the patient’s client record.

• Portal Access: Allows the family member to log in to Pabau Connect and view the patient’s client record.

For an Emergency Contact, provide their name, email, and mobile number. This contact will be notified in case of emergencies but will not have access to the patient’s records unless portal access is granted.

For a Next of Kin, enter their name, email, and mobile number. This contact is typically used for legal or administrative purposes and does not automatically receive portal access.

Step 5: Edit or Remove a Relationship

To update or remove a contact, click the three dots next to the relationship. Select Edit to modify the contact’s details and click Save to apply the changes.

Select Remove to delete the contact from the profile. All updates are immediately reflected in the patient’s client record and are accessible to clinic staff.

By following these steps, you can efficiently manage relationships in the client portal, keeping contact information accurate and up to date for everyone in the clinic system.