Complete client records ensure accurate scheduling, billing, and care coordination. This walkthrough covers identity, contacts, care preferences, home information, and billing setup. Open Clients and choose Add a client. The form is organized into sections so you can work through each part separately. First name, last name, and date of birth are required to create the record. Enter the client's preferred name, phone, email, and address. Add each family or emergency contact separately, mark the primary contact, and use a relationship label staff will recognize. Verify email addresses carefully for family invitations. Record the expected level of care, planned weekly hours, service start date, any conditions, and care notes. Use factual language and include only details an assigned caregiver needs to provide safe service. Add the preferred days and time windows for visits, and note whether the client prefers continuity with the same caregiver. Record pets, smoking status, mobility concerns, entry instructions, and known safety information. Keep door codes and sensitive access details in the appropriate field. Then choose who pays for care and add the client billing rate, invoice frequency, and payer details. Optionally, invite the client or an authorized family member to the Hailo portal by selecting the correct person and confirming their email. Review each section for missing information, then create the client record. Open the saved profile and verify all details before usin…