Skip to main content

Add a Client

Clients in Workmax are the organisations or people you work with — and, for care providers, the service users you deliver care to. Adding a client sets up their details and, if you provide care, their visit address and a care profile to build on.

Add a Client​

To add a client, follow these steps:

  1. Sign in to your "Workmax" account with an admin account.
  2. Go to the "Clients" section.
  3. Click on the "New Client" button.
  4. Client identity — enter the client's details:
    • Client Name
    • Department (Optional)
    • Phone number (Optional)
    • Notes (Optional)
  5. Address (Optional) — enter the client's visit address. For care clients, this is where visits take place.
  6. Template selection — choose how to set up the client's care profile:
    • Start from a care profile template, so required skills, risks and care-plan seed information are added for you.
    • Or start blank.
    • Review the summary (name, address and selected template).
  7. Complete the wizard to create the client.

Workmax will create the client. From here you can add contacts and team members, and for care clients, set up their care profile and care plan. If you have any questions or need help, please contact Workmax Support.