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Adding Client Details

Learn how to add and manage client details in Rehab Guru after creating a client profile.

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Written by Kerry Lummus
Updated over 3 months ago

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

  • On the left-hand toolbar, click on Details. This is the top option in the menu.

Selecting the Details section to add or edit client information

  • You will now have access to all the available fields to enter your client’s details. These fields include name, contact information, and other relevant data.

  • Once you have filled in the required details, click Save 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 the Details section under their profile.

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