> ## Documentation Index
> Fetch the complete documentation index at: https://support.visualcare.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Create a Client Profile

> Set up a new client profile in Visualcare, from basic details through to compliance and preferences

Watch the video walkthrough, then follow the steps below.

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</Frame>

<Steps>
  <Step title="Navigate to the client profiles">
    Go to the **Clients** section and open the **Profile** tab. This displays your full list of clients in Visualcare.
  </Step>

  <Step title="Add a new client">
    In the top-left corner, click **Add Client**. Enter the client's first and last name, then click **Create** to open their new profile.
  </Step>

  <Step title="Enter basic client details">
    In the top section of the profile, fill in key information such as:

    * Funding type
    * Case manager
    * Any other basic client details

    Click **Save** after entering or updating information.
  </Step>

  <Step title="Add additional client details">
    Scroll to the bottom section and add further details under **Details**:

    * Client home address
    * Any other relevant personal information

    Click **Save** whenever you make changes.
  </Step>

  <Step title="Complete the worker-visible notes">
    On the right-hand side of the profile under the details tab, enter any information that should be visible to support workers during their shifts with this client. Click **Save** after adding details.
  </Step>

  <Step title="Upload client documents">
    Navigate to the **Documents** tab. Upload relevant files such as:

    * Care plans
    * Assessments
    * Support information
  </Step>

  <Step title="Add client compliance items">
    Go to the **Compliance** tab and add any compliance items this client requires - such as a service agreement.

    You can add items by selecting:

    * **Add Single Compliance**, or
    * **Add Compliance by Funding Type**

    To complete each item, click **Edit** and enter:

    * Start and end dates
    * Alerts
    * Uploaded evidence or documentation
  </Step>

  <Step title="Add client preferences">
    Open the **Preferences** tab and enter:

    * **Preferred workers** - workers the client likes to work with
    * **Non-preferred workers** - workers the client should not be rostered with
  </Step>

  <Step title="Add required worker compliances (optional)">
    You can also specify required worker compliances, which help filter suitable workers when rostering.
  </Step>
</Steps>
