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How do I access my client's personal details

Open your client’s profile from Clients and click their profile picture to see their personal details.

Your client's contact and personal details are on their profile.

View a client's details

  1. Click Clients.
  2. Search for the client and click their profile.
  3. Click their profile picture.
    Screenshot: click their profile picture
  4. Their personal details open in a pop-up.

Screenshot: the client's personal details pop-up

If their details are out of date

Clients keep their own details up to date in their HealthBank account. Ask them to update their profile. See How do I add my personal details to my profile?

Go to Clients in HealthBank →