How do I add a family or company to my customer list?

To begin, click the "New" button on the customer list screen and input the primary customer for the family. Once the primary customer details are entered, click "Save." 

With the primary customer saved, proceed to add other family members by clicking the + icon. Repeat this step until all family members are included. This grouping ensures convenient access to all family members on the Customer List screen. 

When viewing the customer list, clicking on an individual family member will display their details. To view all family members collectively, click the > icon to expand the list.

The same actions can be taken to add members of a company. You must specific the company name in the appropriate field.