If a client has a life-threatening health condition, it’s required to upload an Emergency Plan for staff to follow. 


  1. From the Frontdesk, go to Clients and select Client List.

  2. Fill out the Search Field and select the Edit button on the Client Profile tile.

  3. In the Support tab, scroll to the Health and Safety Plan, click +Add Plan to open the Add Support Plan panel.

  4. You may drop or select PDF or Word format files in this box to upload, then select Add. 


  1. The title and format type will be displayed. The green upload bar informs you that the upload is successful. 


The plan will be displayed an alert on the Health and Safety Plan panel. Staff can click on the file name to open this document.


In the Attendee tab of an activity, staff can view and open the support plan for the client if they have been allocated sessions.