Provides details on the information families can update themselves when they access their profile through the app.
In order for a client to update their information in the app, they need to first be created in your agency's database. To create the client's profile, you need at least:
- Name
- Phone number
- Email address
Once this information is created, they will be able to download the app, log-in and be connected to your agency. In the app, they will then be able to update the following information:
- Profile photo
- Family Details (bio, house notes, bedtime routines, pet care, allergy information)
- Emergency contacts
- Primary address
- Notification preferences
- Payment methods
- Favorites (if they've had the caregiver in the past)
The following information is only maintained in the backend system and cannot be added by the client:
- Recommended caregivers
- Do not use caregivers
- Member/Corporate assignments
For information the clients update through the app, the agency has the ability to add/edit/update their information through the backend as well. The only exception are items that belong to their global profile (name, email, phone)- these items can be added to create the profile, but can't be edited once added.