> For the complete documentation index, see [llms.txt](https://compassly.gitbook.io/compassly-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://compassly.gitbook.io/compassly-docs/core-modules/clients.md). # Clients **Page type:** Overview\ **Status:** Draft (Noah Edit)\ **Owner:** Compassly Documentation Team\ **Last verified:** 2026-04-03 (Noah Edit: 2026-04-30)\ **Audience:** Super Admin, Admin, Supervisor, Clinician, Basic ## Purpose Of Clients *"The recipient of direct services who requires a personalized treatment plan in order to improve their quality of life." (Emily Andreola, BCBA)* Clients are the cornerstone of Compassly and its systems. Everything is geared around maintaining their records, monitoring their development, assigning goals, setting up their appointments, and ultimately improving their lives. By evaluating, diagnosing, and cateogrizing a Client's seemingly chaotic behaviors into concrete facts and goals, Compassly provides those who don't know where to start a path towards improvement and visible markers for progress. As such, it is crucial to maintain a Client's records as accurately and succinctly as possible. ## What This Section Covers This material covers the management of Client profiles. These profiles can be viewed, created, edited, activated/deactivated, or imported in bulk, depending on your role and the actions available in your workspace. ## Before You Start Before reviewing this section, confirm the following: * You must be able to sign into Compassly. * You are able to navigate to ***Clients*** via the navigation menu on the left side of any page in Compassly. * Be aware that some actions depend on the Client’s status: * *Active* Clients support creation and most ongoing work. * *Inactive* Clients are kept for reference and reactivation. > #### Some actions, such as deletion, may be restricted by role. ## What You Can Do Here Depending on your role, you may be able to: * View active and inactive Clients and their details * Add a Client * Edit a Client profile * Import Clients in bulk * Activate or deactivate a Client (individually and in batches) ## How To Get There 1. Sign in to Compassly. 2. In the left navigation menu, select ***Clients***. ## Role Differences * ***Super Admin:*** Has full access to all Client details and Compassly features. * ***Admin:*** Can view, add, import, edit, and activate all Clients. They cannot deactivate a Client. * ***Supervisor:*** Can view, add, import, and edit all Clients. They cannot activate/deactivate a Client. * ***Clinician:*** Can view, add, and edit all Clients. They cannot activate/deactivate or import a Client. * ***Basic:*** Can only view Clients and their details. ## Guides In This Section ### VIEW AND REVIEW * [View Client List](/compassly-docs/core-modules/clients/view-client-list.md) ### CREATE * [Add New Client](/compassly-docs/core-modules/clients/add-new-client.md) * [Import Clients](/compassly-docs/core-modules/clients/import-clients.md) ### MANAGE EXISTING RECORDS * [Edit Client Profile](/compassly-docs/core-modules/clients/edit-client-profile.md) * [Activate Client](/compassly-docs/core-modules/clients/activate-client.md) * [Activate Clients in Batch](/compassly-docs/core-modules/clients/activate-clients-in-batch.md) * [Deactivate Client](/compassly-docs/core-modules/clients/deactivate-client.md) * [Deactivate Clients in Batch](/compassly-docs/core-modules/clients/deactivate-clients-in-batch.md) ## What Happens Next Choose the guide that matches the task you need to complete.\ If you are new to this section, start with "View Client List". There should be a directional button titled "Next" directing you to it below. ## Related Guides * [View Client List](/compassly-docs/core-modules/clients/view-client-list.md) * [Add New Client](/compassly-docs/core-modules/clients/add-new-client.md) * [Edit Client Profile](/compassly-docs/core-modules/clients/edit-client-profile.md) * [Programs](/compassly-docs/core-modules/clients/programs.md) * [Maladaptives](https://github.com/CompasslyYR/compassly-kb/blob/main/clients/maladaptives/README.md) * [Files](/compassly-docs/core-modules/clients/files.md) * [Daily Support Summaries](/compassly-docs/core-modules/clients/daily-support-summaries.md) * [Medications](/compassly-docs/core-modules/clients/medications.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://compassly.gitbook.io/compassly-docs/core-modules/clients.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. 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