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The vAboutMe app gives clients visibility of their services, documents, and messaging. This article covers how to enable access in VCore and set up the app on a client’s device.

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Enabling access in VCore

To give a client access to vAboutMe, update their client profile in VCore with the following fields, then click Save: Click Send Login Details to email the client instructions on how to log in.
You customise which vAboutMe features are available to each client under the Details → vAboutMe section on their profile. Tick or untick features to switch them on or off.

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App setup

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System requirements

The client’s device needs one of the following:
  • Android: version 10 or above
  • iOS: version 11 or above

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Installing the app

Download vAboutMe from the App Store (iPhone) or Google Play (Android). Search for vAboutMe and select Install. vAboutMe app in app stores

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Logging in

Open vAboutMe by selecting the icon on the device home screen. Once logged in, the app stays logged in. vAboutMe login screen

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Running into issues?

See Client management troubleshooting for common errors and fixes.

Creating a client profile

Configure the client profile fields needed for vAboutMe access

Messaging

Send messages to clients through the messaging module