To Setup a New Family:

Go to the Clients page

Click on Add to Family in the pencil menu for the desired client

A slideout window will open

Click on No to the question "Add to an existing family?" in the slideout window

Enter a New Family Name in the box

-You can add additional clients one at a time by entering their name in the "Add More Clients to Family" box, selecting the desired client, and clicking "Add"

Click Save

Save for the Current Period