Modify a client’s profile details

Modify the details on a client’s profile, such as their name, email address, physical address, phone number, etc.

To modify a client’s communication settings, see Changing a client’s notification settings.

Modify a client’s profile details

Browser - Staff Back Office

To modify a client’s profile details on the Staff Back Office:

  1. Click Search at the top of the screen, then enter the client’s information and click their name.
    ​

  2. On the side menu, click Profile Details.
    ​

  3. Modify any of the client’s modifiable client profile details.
    ​

  4. Click Save.

    • Changes may take up to five minutes to appear across WellnessLiving.

Mobile - Elevate Staff App

To modify a client’s profile details on the Elevate Staff App:

  1. Tap the Clients tab.
    ​

  2. Type the client's information in the search box.
    ​

  3. Tap the client's name in the search results.
    ​

  4. Tap any field you want to change and then enter the new information.

    • Changes may take up to five minutes to appear across WellnessLiving.

Did this answer your question?