Add a client and find their records
Use Clients for people you work with and open their profile to see the information your role permits.
Team members with client access · 3 min read
Steps
- Open Clients and choose New client.
- Enter the client’s name and the contact details you need. Keep health and medical information out of Rella.
- Save the client and open their profile.
- Use the profile’s available sections for appointments, forms, goals, and notes. What you can see depends on your role and assignments.
- Use the client search, or Search in the menu, to find the profile again. Check that you are in the correct business if you belong to more than one.
Check it worked
The client appears in the directory and the profile shows the details you saved.
Common questions
A client is missing from my list
Check your active business, search text, filters, and assignments. Ask the business owner to review your access if needed.
Open Clients (sign-in required)