How to add a spouse, partner or child to a client record **AdviserGo, all regions**

When you initially create a client record in AdviserGo, you don't get a prompt to add a spouse, partner or child. However, you can add other people to an existing client records, as outlined below:

1. Open the existing client record, if it is not already open.

2. Click the plus button in the bottom right of the dashboard screen.

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3. Click the 'People' button in the 'Planning Essentials' section of the menu which appears:

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4. Complete the data entry fields for the new person (those marked with an asterisk are mandatory fields), then click the Save button.

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5. Repeat steps 2 to 4 for any other people you wish to add to the plan.

  

Note: To add a future child or grandchild simply enter a future birth year.

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This child's future birth will be marked automatically on the timeline with a birth event (the baby bottle icon). 

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