The Client Profile

The client profile is the home base for everything you know about a client.

The profile header

The header is always visible and shows the essentials at a glance:

• Community, assigned coach, email, and phone
• Household and dependants
• Birthday and last visit
• A safety flag when one is set
• The programs the client is enrolled in

Hidden details

Expand the header (Show details / Hide details) to see more:

• Address and postal code
• Citizenship and origin country
• Aboriginal identity (when present)
• At-home language and other known languages
• Safe contact method
• Profile information: client ID, household ID, account status, created and last-modified dates, and general notes

Editing a profile

Select Edit Profile to open the editor. It’s organized into tabs — Personal Info, Background, and Employment — covering fields such as:

• Name, preferred name, and pronouns
• Date of birth, address, community, and postal code
• Phone numbers
• ID type
• Safe contact methods
• General notes (visible to coaches)

Make your change and select Save.

The AI summary

The profile and interaction views include an AI Summary generated from the client’s interaction notes — a quick catch-up on recent activity and open items. It’s a convenience summary; the interactions themselves remain the record of truth.