Once you have entered the broad details of the client, and updated the
model start and end dates, you will need to add details of the individual
members within the client record, such as the dates of birth of each (in this
case, Sam and Samantha).
Simply click on the individual client's name, as indicated above, which
will open the individual Member Details.
Once you have updated the details for both members of the client couple,
click on MODELLING in the left side menu to enter your client's assets,
liabilities, income, expenditure, goals, etc.