--- title: Enabling the Pay By and Client Relation Features description: client relations --- [Skip to content](https://support.hapana.com/kb/article/621#main-content) English Show submenu for translations [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png)](https://info.hapana.com/en?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) Hapana Help | Find answers here - There are no suggestions because the search field is empty. 1. [Hapana Knowledge Base](https://support.hapana.com/?hsLang=en) 2. [Member Management](https://support.hapana.com/member-management?hsLang=en) 3. [Client Accounts](https://support.hapana.com/member-management?hsLang=en#client-accounts) # Enabling the Pay By and Client Relation Features ## Overview If you need to associate family members, guardians, or other related individuals to a client profile, you can do this quickly in Hapana Core using the **Relations** section. This guide walks you through the process of linking a relation to a client account. --- ## Prerequisites - You must have access to your Hapana Core Account. - Both the client and their relation must already have profiles in the system. --- ### Step 1: Log in to Your Hapana Core Account 1. Navigate to [core.hapana.com/login](https://core.hapana.com/login). 2. Enter your credentials and click **Login**. --- ### Step 2: Go to the Clients Tab 1. Click **Clients** on the top navigation bar. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444183531_5d502dd5_image-20250513145145-26-1.png?width=1541&height=911&name=1759444183531_5d502dd5_image-20250513145145-26-1.png) --- ### Step 3: Search for the Client 1. In the search bar, enter the client’s **name, email, barcode, or phone number**. 2. Press **Enter** or click the search icon. --- ### Step 4: Open the Client Profile 1. Click the **Client's Name** to open their profile. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444184838_59ae75a3_image-20250513145232-28-1.png?width=1541&height=911&name=1759444184838_59ae75a3_image-20250513145232-28-1.png) --- ### Step 5: Access the Client Information Panel 1. Click the **Client Information icon** from the profile navigation bar. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444186108_a16f22cc_image-20250513145307-29-1.png?width=1541&height=911&name=1759444186108_a16f22cc_image-20250513145307-29-1.png) --- ### Step 6: Enable Editing 1. Click the **pencil icon** on the right side of the **Primary Information** section. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444187419_44bff2cf_image-20250513145357-30-1.png?width=1541&height=911&name=1759444187419_44bff2cf_image-20250513145357-30-1.png) --- ### Step 7: Scroll to the Relations Section 1. Scroll down until you find the **Relations** section below the client’s personal details. --- ### Step 8: Search for the Relation 1. Use the **Relations search bar** to find the profile you’d like to link using **name, email, barcode, or phone number**. --- ### Step 9: Select and Link the Relation 1. Click **Select** beside the desired relation. 2. The selected person will now appear in the **Selected Relations** list on the right. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444188714_2044921a_image-20250513145409-31-1.png?width=1541&height=911&name=1759444188714_2044921a_image-20250513145409-31-1.png) --- ### Step 10: Save the Changes 1. Scroll back to the top of the **Primary Information** section. 2. Click **Save** to apply the updates and officially link the relation. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444189933_9e570841_image-20250513145425-32-1.png?width=1541&height=911&name=1759444189933_9e570841_image-20250513145425-32-1.png) > Tip: You can add multiple relations if needed. They’ll all display in the client’s Selected Relations list. --- ## Expected Outcome The linked relation will now be associated with the client account and visible in the profile’s Relations section. This helps with shared management, communication, and client relationship tracking. --- ## Frequently Asked Questions **Q: Does the relation need to have a Hapana account first?** Yes, the relation must already exist in the system as a client profile. **Q: Can I unlink a relation later?** Yes, return to the same section and deselect the relation from the list before saving. **Q: Will the relation be able to see or manage the client’s account?** Not automatically—relations are informational links unless permissions are specifically set elsewhere. --- Need help? 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