Family Associated Grouping Of Records
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Graham Waite
Often a family will have children who may or may not have mobile (cell) numbers recorded obviously we don't want to marketing to minors or even in some cases more than one person in a family. If we were able to group a family as one record with the first key person and then a drop down for example of associated person such as Spouse, Child we could not only reduce number of marketing messages (lower costs) but also avoid sending messages to minors who might not be specifically identified in any other way?
HIGHLVL-I-3425
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Keith Besherse
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Keith Besherse
now that we have Associations this should be a matter of HighLevel creating a few standard Associations
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Brooke Haynes
We need this for the wellness center. We see the whole family at separate appointments and need to be able to lump them together.
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Brett Jarman
Brooke Haynes HI Brooke. We have the same issue. How are you managing that currently? In our case, we have children and parents sharing the same email address but that's problematic without enabling the Multiple contacts per email address function (which we don't want to do).
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Brooke Haynes
Brett Jarmancurrently we are handing it by just letting them all be separate contacts and having them pay on each account. :)
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Brett Jarman
Brooke Haynes Thanks. So are you have the additional records without email addresses?
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Brooke Haynes
Brett Jarman we are not. My client won’t move over until this is resolved.
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Brooke Haynes
this was my solution but my client doesn’t want the parent to have to keep up with three seperate payments and putting them all on the same email won’t allow them to get their reminders
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Brett Jarman
Brooke Haynes Thanks Brooke.
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Brooke Haynes
Brett Jarman Currently they are their own clients in separate contacts but it is not sufficient. My Client will not stop using Mindbody until thier has been updated in GHL>
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Krystina Carson
This type of functionality would greatly improve our record keeping as well. Is this being reviewed?
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Steven Rohman
This would be huge for consumer facing clients.