Once a client has been added to your Rehab Guru account, you can enter and manage their detailed information. This guide will show you how to access the client details section and update relevant fields.
Adding Client Details
Navigate to the Clients page and find the client whose details you want to update.
Click the blue View button next to the client’s name to open their profile.
Accessing the client’s profile using the View button
Select Details from the left-hand menu in the client’s profile. It’s the first option. On a smaller screen, these options show as tabs across the top of the profile instead.
Selecting Details to add or edit client information
The Details page is split into three sections: Contact, Personal & medical and Notifications. Enter whatever details you need. Only the client’s name is required.
Once you have filled in the required details, click Save details to update the client profile.
Final Steps
After saving, the client’s details will be stored in their profile. You can view and edit these details anytime by returning to Details in their profile.
Adding client alerts
Alerts pin an important note to a client, such as “Chaperone required for all sessions”, so everyone in your team who opens that client sees it before the session starts.
Open the client’s profile and select Details.
Scroll down to the Alerts section, below Extra information, and click + Add alert.
The Alerts section in the client’s details
In the Add alert window, type what everyone opening this client should know. You can use up to 500 characters.
Choose a Colour. Red is selected by default. Pick a colour so the most urgent alerts stand out.
Click Save. Alerts save on their own, so you don’t need to click Save details afterwards.
Writing the alert and choosing its colour
Where client alerts appear
Once saved, the alert shows wherever the client appears:
Client profile: an alert label, such as 1 alert, sits at the top of the client’s profile, whichever section you are in. Click it to read the alert, or click Manage alerts to open Details.
The alert label at the top of the client’s profile
Clients list: a flag appears next to the client’s name.
A flagged client in the Clients list
Diary: a flag appears on the client’s appointments, and the appointment details show a Client alert label.
The flag on an appointment in the diary
The Client alert label in the appointment details
Editing or removing an alert
In the Alerts section of the client’s Details, click the pencil icon to edit an alert or the bin icon to delete it.
Editing or deleting an alert