Managing Clients

Managing clients in Quenza is a core part of how you deliver support and track progress. This guide walks you through everything you need to know to get started, from understanding the built-in demo client to adding real clients and working with their profiles.

To help you get started quickly, we’ve created a short video that walks you through everything step by step:

Exploring the demo client

When you open the Clients section in your workspace, you will notice a client with your name already listed. This is your demo client, which is automatically included in every Quenza workspace. It gives you a complete and realistic way to experience the platform from your client’s perspective.

You can use this demo client to test how it feels to receive and complete activities, view notes or shared files, and explore the client app. To try it out, simply send an activity to your demo client. Then go back to your client list and click the Open client app button next to the demo client's name. This will launch a new tab with the client app already logged in, allowing you to explore as if you were the client.

The demo client does not count toward your active client limit, and you can keep it in your account as long as you like.

Adding a new client

To add a real client, click the + Client button. You will see a simple form where you can upload a profile picture and enter basic information like name and email address.

Once you have added their details, you will be asked to choose how the client will interact with Quenza.

There are two options for client access:

1) Invite your client to set up a free Quenza account

This option sends an invitation email to the client. When they accept, they will set up their own login and gain full access to the Quenza client app. They can communicate with you, receive and complete activities, view shared notes and files, and fully participate in their care or development through the app.

2) Add the client without an account invitation (guest account)

This option lets you add the client to your workspace without sending them an invitation. They will not have a login to Quenza and will not be able to access the client app directly. Instead, they will receive activities and other resources by email. This can be useful when you want to keep things simple or when your client prefers not to create an account.

Understanding the client profile

Once a client is added, you can access their profile to manage everything related to them. On the left side, you will see their personal details such as name and contact information. You can add or update information at any time.

In the main view, you can track the client's progress and engagement. You will see a timeline that shows their activity history, including what they have completed and when. This makes it easy to stay informed about how they are interacting with your content.

You will also see tabs for their activities, programs, tasks, and any shared files or notes. Each section is designed to give you quick access to the most relevant information, so you can provide timely support and stay organized.

If multiple professionals are working with the same client, you can view and manage those assignments from the client profile as well.

Wrapping Up

Quenza makes it easy to manage your client relationships in a structured and personalized way. Whether you are using the demo client to explore the platform or adding new clients to your workspace, you have full control over how you engage and support each individual. By keeping everything organized and accessible, Quenza helps you focus on what matters most: delivering impactful care and guidance.