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.

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Prerequisites

• You must have access to your Hapana Core Account.
• Both the client and their relation must already have profiles in the system.

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Step 1: Log in to Your Hapana Core Account

1. Navigate to core.hapana.com/login.
2. Enter your credentials and click Login.

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Step 2: Go to the Clients Tab

1. Click Clients on the top navigation bar.

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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.

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Step 4: Open the Client Profile

1. Click the Client's Name to open their profile.

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Step 5: Access the Client Information Panel

1. Click the Client Information icon from the profile navigation bar.

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Step 6: Enable Editing

1. Click the pencil icon on the right side of the Primary Information section.

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Step 7: Scroll to the Relations Section

1. Scroll down until you find the Relations section below the client’s personal details.

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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.

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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.

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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.

Tip: You can add multiple relations if needed. They’ll all display in the client’s Selected Relations list.

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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.

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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.

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Need help? Reach out to our support team via [email protected].