Elevate Staff App: Managing client information

You can add new clients and modify clients’ profile information in the client profile of the Elevate Staff App.

NoteWhen adding a new client, make sure the client does not already exist in the database by searching their name.

NoteStaff members may not be able to modify all parts of a client’s profile. If they’re having problems, their staff role permissions may be restricting them from doing so. For more information, see Staff role permissions.

In this article:

    To add a client:

    1. Tap the Clients tab.
    2. At the bottom of the page, tap Add new client.
    3. Enter the client’s required information. For more information, see Modifiable client profile details.
    4. Enter optional information in the corresponding fields.
    5. Tap Save.

    To modify a client’s profile information:

    1. Tap the Clients tab.
    2. In the search box, type the client's information. You can enter the client's name, phone number, email address, or client ID. From the search results, tap the client's profile.
    3. Tap any field you want to change and then enter the new information.
    Was this article helpful?
    (51 out of 51 people found this article helpful )
    Still need help? Contact Us

    What can we do better?

    Use this form to submit requests to update articles. If you have questions about how to use WellnessLiving, please contact us
    Thank you!

    Contact Us

    Having trouble finding the answer you're looking for? Check out our Support Center or let us know how we can help.