Wellicle Help
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Family contacts

Residents add, edit, or unlink their own family contacts

Overview

CLIENT users manage family contacts for their own care profile. FAMILY users cannot open this page — staff or the resident invite them instead.

app.wellicle.com

Family contacts in the portal
Invite and manage family contacts

Open family contacts

Sign in as the resident and go to Family contacts at /{slug}/family.

Inviting family contacts requires a plan that includes the family portal. If you see an upgrade message, ask an owner to upgrade under Settings → Plan.

Add a family member

  1. Add family

    Choose Add family

  2. Invite by email

    Enter name, email, and relationship, then Send invite. If they already have an account, they are linked right away

  3. Add without email

    Leave email blank, enter name and phone, then Add contact. Email is only required when sending an invitation

  4. Set primary contact

    Mark a primary contact when you have more than one family member

Edit or remove

Open a contact to change relationship, or Remove family contact to revoke portal access to this resident.

Tips

  • Staff can also add family from the resident profile under /org/{slug}/clients/{id}
  • After linking, family should open notification settings to receive chat updates