Client Management: Building Your Database

Easily add new clients to your database. Create an individual profile to start managing a client's journey.

1

Go to Clients

Navigate to the Clients section from the sidebar.

2

Click “Add Client”

Select this option to create your client profile.

3

Enter Client Details

Fill in the required information (name, email, etc.).

4

Invite Client to Nurish

Enable or disable the “Invite Client to Nurish” checkbox during onboarding.
Enabled: The client receives an onboarding invitation email.
Disabled: The client is added to the system without sending an invitation immediately.

5

Assign to Practitioner

Choose which practitioner or team member will manage the client profile and sessions.

5

Save Client

6

Practitioner Reassignment

Clients can later be reassigned to another practitioner from the client management menu if needed. (Note: This feature is exclusive to Team and Enterprise subscriptions.)

Nurish Pro supports multiple import methods, including standard CSV files and Practice Better imports. Simply choose the method that best matches the type of client data you wish to migrate into your workspace.

Handle large volumes of data by uploading or downloading spreadsheets. Nurish Pro supports multiple import methods including (CSV file, imports Practice Better)

1

Prepare Your File

Ensure that both the client's name and email address are included as required columns in your CSV file.

2

Go to Import

Open the import clients option.

3

Upload File

Select and upload your CSV file.

Seamlessly migrate your existing client records from Practice Better (PB) to the Nurish Pro platform for a unified clinical management experience.

1

Select Import from PB

Go to the import options and choose 'Import from PB' to initiate the external integration by uploading the PB CSV file from your local device storage.

2

Select Clients

Select the specific CSV file that contains the clients you wish to import into your new workspace.

Download your client data for routine administrative backup or authorised external clinical use.

1

Go to Clients

Open the Clients section to view your active roster of clients.

2

Click “Export as CSV”

3

Download File

Your comprehensive CSV file will be automatically generated and downloaded directly to your secure local device.

Client statuses help you quickly identify where each client is within the onboarding and booking process.

1

Active Client

An Active Client means the client is fully connected to the practitioner account. This status appears when either: The client has an active booking with a practitioner OR An invitation has been sent to the client and they have accepted the invitation.

2

Invited

An Invited client means: An invitation has been sent to the client

The client has not yet accepted the invitation.

3

Archived

An Archived client means the client has been manually archived by the practitioner. 

This happens when: The practitioner selects "Archive Client" from the Client Controls or Options Menu. 

Archived clients remain stored in the system but are hidden from the active client list.

4

Added

An 'Added client' means the practitioner has created the client profile manually on their side only. An invitation will not be sent, and the 'Add Client to Nurish' checkbox should NOT be selected.

This allows practitioners to maintain an internal database to save client information; the client will not have platform access or receive any notifications.

Tip: When creating or inviting a client, you can enable the "Add Client to Nurish" checkbox. Selecting this sends the client a Nurish invitation and updates their status to "Invited." If left unselected, the client's status simply remains as "Added".

Manage client lifecycle directly from the client list.

1

Available Actions Include:

You can preview client profile, archive client, reactivate archived clients, assign clients to another practitioner, resend invitation emails, and delete client profiles (if permissions allow).

2

Client Status Tracking

Each client card displays: Current account status, Assigned practitioner and Last session or activity date.

Resend invitation to your clients if the original email invitation is filtered into a "Promotions" or "Spam" folder, or accidentally deleted.

1

Open Client List

Go to your Clients dashboard to review the current status of all client accounts.

2

Find Client

Locate the specific "invited" client whose profile indicates they have not yet accepted the initial invitation, or the "added" clients.

3

Click “Resend Invitation”

Select the resend option to trigger a new automated communication to their registered email address.

Strategically organise and view your client roster based on their status types, or by their current practitioner (if you are the practitioners' team leader).

1

Open Clients Page

Go to your primary clients list to access the comprehensive database.

2

Filter by Client Status

Organise clients using status filters such as (Active, Invited, Archived, Added)

3

Filter by Practitioner

View clients assigned to a specific practitioner or team member.

4

Combined Search & Filters

Use the search bar together with filters to quickly locate clients within large databases.

5

View Results

See the filtered client list instantly, allowing for highly focused administrative review.