Basic Info
1. Go to People > Clients.
2. Click on the + symbol on the right hand side to build your new client profile.
3. Fill out the General info tab with their basic information.
A icon of a mobile phone means that the info entered will be visible in the carer's app
Address Tab
1. Next add your address. When you add the address, a pin will drop on the map at the location.
It's very important this pin is located in the right location as it will sync with carers check in-check out location.
Moving the view in the map to Satellite will allow you to see the surroundings of the area and confirm the pin is in the correct location. (Note: you can correct the pin manually by dragging and dropping it to the correct location)
2. You can also add more detailed information about accessing the client's home.
Health Tab
This section allows you to add more information regarding your client's condition. Again this is optional.
Allergies information is showed in the carer's app.
Personal Info Tab
This is designed to add any more relevant information about your client, to help you pick the right carer.
