In this example, we will build a relationship, whereas "Spouse" is not an existing client and we don't want the spouse to remain as a "Client" for this LodgeiT Account.
You must add the spouse as a client, and "archive" when the relationship has been tagged.
See below process:
Add as client - Press the "Add" button via "Relationship" tab
If the spouse is not an existing client, LodgeiT will ask you to "add" the individual.
It will navigate you to this page and you only need to fill details "First and Last name, Email address (use your email to pass through the step)
The relationship has now been added
You may now "Archive" the spouse.
Press the spouse name -
It will redirect you to spouse's "Settings", then, press the "Archive" button
