Client Profiles – FlowLogic App

Accessing Your Client List

Tap the Client section in the bottom-right corner of the app. You’ll see a list of the clients and participants you have access to. If your list is long, use the search bar at the top to find who you’re looking for, or scroll through the list.

Quick Actions from the Client List

Before tapping into a client’s profile, each client card has a few quick action buttons available:

• Maps – opens the client’s address in your device’s maps app so you can get directions straight away
• Call – takes you directly to your phone app to call the client
• Message – opens your text messaging app to contact the client

If any of these options appear greyed out on a client’s card, it means either the client doesn’t have a mobile number or address saved on their record, or you don’t have permission to view that information. Reach out to your admin team if you need access to those details.

Opening a Client Profile

Tap anywhere on a client’s card to open their full profile. At the top you’ll see their address along with the same Maps, Call, and Message options. Below that, you’ll find tabs containing the different sections of their record.

Swipe left and right to move between tabs and tap one to open it.

Reordering Your Tabs

You can rearrange the tabs to put the ones you use most at the front:

1. Tap the Manage Sections button on the left-hand side of the tabs
2. Drag and drop the tabs into the order that suits you
3. Tap Apply in the bottom-right corner to save

The new order will take effect immediately. If you ever want to go back to the default order, go back into the same settings and tap Reset.

Viewing and Adding Information

Within each tab you can:

• Use the search box at the top to find specific fields or forms
• Scroll up and down to read through the information available
• Tap any form to view the most recently added record for that form

To add a new record, tap the Add button in the top-right corner of the screen. This button appears when you’ve selected a tab other than the basic information tab. The app will ask which form you’d like to add to – select it, fill in the relevant details, and tap Save. The record will be saved against the client’s profile straight away and you’ll be taken back to their profile to continue.

If you’re missing information you need, contact your admin team to request access.

Navigating Back

Tap the arrow in the top-left corner at any point to go back to your client list. From there you can navigate back to the home screen to view your upcoming shifts and other information.