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.
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To add a client:
- Tap the Clients tab.
- At the bottom of the page, tap Add new client.
- Enter the client’s required information. For more information, see Modifiable client profile details.
- Enter optional information in the corresponding fields.
- Tap Save.
To modify a client’s profile information:
- Tap the Clients tab.
- 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.
- Tap any field you want to change and then enter the new information.
