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Adding relatives, a guardian or an emergency contact

Record the people around a client and who to call in an emergency.

Who this is for: Scheduler

Record a relative or guardian

  1. Open the client and select Relatives to read the people already listed.
    A minor client's chart on Relatives, with an arrow pointing at the Relatives tab.
  2. Select Record somebody. If a minor has no guardian recorded, choose Record a guardian to record one.
    A minor client's Relatives tab with an arrow pointing at the Record somebody button.
  3. Enter First name and Last name.
    The Record somebody around this client sheet with an arrow pointing at the First name box.
  4. Choose Relationship and enter Phone number.
    The Record somebody around this client sheet with an arrow pointing at the Relationship choices.
  5. Choose Emergency contact if this is who colleagues should call in an emergency.
    The Record somebody around this client sheet with an arrow pointing at Emergency contact.
  6. For a guardian, complete Legal authority.
  7. Select Record them.
    The Record somebody around this client sheet with an arrow pointing at the Record them button.

Read the emergency contact

  1. Return to Overview and find Emergency contact.
    A minor client's chart on Overview with an arrow pointing at the Emergency contact section.

Last checked against Weft on 31 Oct 2026. Something on your screen reads differently? Tell us at support@weftary.com.