Rella
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Family members and guardians

Let a parent or guardian see and book for the family members they look after, from their own private link, with no password.

Team members who can edit clients ยท 4 min read

Steps

  1. Add each person as a client first, for example Dana and her children Maya and Leo. Add each child's date of birth.
  2. Open the parent's client page and find Family. Choose Link a family member.
  3. Choose how they are linked, find the other client by name or email, and add a relationship if you like, for example Parent and child.
  4. In health privacy mode, tick the box to confirm the contact person is allowed to act for the family member. Rella records the date and your name, and keeps it in the activity history.
  5. Send the parent their private link from How your client signs in. On their page they choose who they are looking at, for example Viewing: Maya, then see that person's sessions, forms to fill in, invoices to pay and courses.
  6. From their page the parent can choose Book a session for Maya. The booking page then asks only who the session is for, with no names or email to type again.
  7. To end the access, choose Remove link beside the person on either client's page. The parent's link stops showing that person straight away.

Check it worked

On the parent's private page, the Viewing names show each family member, and each one shows only their own sessions, forms and invoices.

Common questions

Rella will not send a child their own link

Family members under the business's age, 16 unless you change it, use their contact person's link. Children whose date of birth is not recorded do too. Owners can change the age on any client's Family card. Rules about when a young person can decide for themselves differ by province, so choose the age that fits your practice and your professional rules.

Does the parent see session notes?

No. Notes are never shown on a private page. Each family member keeps their own record and notes in Rella.

A child has no email address

Their booking confirmations and forms go to their contact person's email address instead.

I cannot find the other client

You can link only clients you can see. Ask the owner to add you to the other client's care team, or to make the link.

Open Clients (sign-in required)

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