Clients are customers of the business. Each client has a profile on WellnessLiving that can be changed by both the client themselves and the business in different ways. This allows both clients and business users the ability to interact, and facilitates the transfer of information, goods, services, and money through the businesses WellnessLiving System.
Clients can be grouped. For more information, see family members.
|Clients have the ability to:||Business staff have the ability to:|
- To add a new client profile, see creating a new client profile.
- To open a client profile, see opening a client profile.
- To modify a client’s profile details, see modifying a client’s profile details.
- To merge client profiles, see merging client profiles.