There might be times when you need to include additional details to a client's address regarding access for your carers. Here's a simple guide on where to add this information so that it can be seen in the Carer Companion app.

Once logged in to the Management Portal, navigate to Clients > select the desired client > click on Profile > then click the pencil icon (highlighted below) to edit the client's address:

From here you will see a pop-up box with the address details, towards the bottom you will see two text boxes for Access Info. The top one is used when you want to display the information to the Carers in the booking within the app, while the bottom one marked as private is for office use only:

After you've entered your additional details, click the green 'Update' button at the bottom of the window to save it.

If the standard 'Access Info' is added, the caregiver can access this information in the overview tab of the client profile when checked in to a booking. They can find it by scrolling down to the address section:

When 'Access Info (Private)' is added, it can only be seen by office staff using the Management Portal. It is visible in the client's Profile under the 'Addresses' section: