Related Articles
Clients - Mobile App Login Tips & Features
It is quite common for Clients to use our Smartcare mobile app. Here are some tips for logging in to the app and some of the basic features on the app for Clients! Logging into the App 1) First, you need to download the app. If using iOS (Apple ...
Client Management (Overview)
The Client Management tab in SMARTcare is where you can view all of your clients in one place. Next to each client profile you can use the + sign to toggle open to view the client’s username, address, fees, and mileage rate. Additionally, you can ...
How Clients Can Access Clients Files
Here is some help on how to make Client Files accessible to clients and how clients can view these documents. Making Client Files Accessible to Clients When uploading a document to client Files, select 'Client' in the File Access field before ...
Add New Client
Want to keep track of all your clients within SMARTcare? Not a problem. To add a client in SMARTcare, follow the steps below: Using the Menu dropdown at the top right of the screen, hover over Clients. Within the Clients dropdown, select Client ...
Add and Update Client Restrictions
Adding and updating client restrictions within SmartCare gives you the ability to restrict what clients can view when they log in to SmartCare. It is useful for reducing onscreen clutter for clients. To add and update these restrictions, follow the ...