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How to Create/Edit Relationship Types

Overview

StudioCloud allows you to create relationships between clients and prospective clients.  This allows you to have more power when marketing to your clients and their families.

How to Create/Edit a Relationship Type

  1. Click on the Clients component
  2. Click on the Settings tab
  3. Click the Manage Relationship Types button
  4. Either click the New Relationship Type button or select a relationship type to edit
  5. Enter the name of the relationship type
  6. Click the Save button