Create joiner

1. Click the ‘Illustrations’ tab in the menu bar.
2. Click ‘Illustration’ to the far right of the screen alongside the individual you wish to make a joiner.
3. If you have not already created an Illustration for the joiner, follow the helpfile ‘Create Consultation’.
4. Once the Illustration opens, click ‘Create Joiner’.
5. Click ‘Create Joiner’ again on the joiner details pop-up.
6. Complete the Joiner’s details, including all mandatory fields marked with a *.
7. Click ‘Submit’ when you're ready to complete.