How do I create a new client profile?

This guide will show you how to add a new client to an existing Home Care business account.

1. After logging in, click on the 'profile' button located on the left-hand list.

   

2. Scroll down from the Care Organisations information and select 'Member 1'.

   

3. Fill in the client's details in the respective drop-down boxes before pressing 'Save & Continue' to create the client profile.

   

4. When returning to add more clients, click on the existing 'Member 1' and simply press the add customer button.