This page provides a listing of videos and guides associated with Client Record Management

Topics listed on this page include:

Videos..

The videos listed below are current asat 10 09 2025.

Client Record feature video filename	Video

Client Record feature video filename	Video
`Brevity Tutorials How to provide acces to the and what's in Client app V1.0 2025`
`Brevity to Xero Finance Integration`	https://evelloau-my.sharepoint.com/:v:/g/personal/maria_brevity_com_au/ESUvGlxA37pHkvm7xOrd_qkB7bWMReTVeARQqjbSy619Ug?e=rljroW
`Managing Service Schedule templates`
`Managing client communications`
`Brevity Tutorials How to create a service agreement for 1 to 1 services 2025`
`Brevity Tutorials How to create a service agreement for group services 2025`
`Brevity Tutorials How to create a Service Agreement for SIL services 2025`
`Brevity Tutorials How to use your Service agreement Mail merge v1. 2025`
`Brevity Tutorials Managing your client records V1.0 2025`
`Brevity Tutorial Managing your client goals V1.0 2025`
`Brevity Tutorials Managing your client service template V1.0 2025`
`Brevity Tutorials Managing your client communications and document V1.0 2025`
`Brevity Tutorials Creating Group Shifts V1.0 2025`
`Brevity Tutorials Offering shifts Bulk emails and notification V1.0 2025`
`Brevity Tutorials Creating SIL shifts V1.0 2025`
`Brevity Tutorials How to bulk change your pricelist V1.0 2025`
`Brevity Tutorials How to make shift changes V1.0 2025`
`Brevity Tutorials How to make bulk changes on your schedules V1.0 2025`
`Brevity Tutorials How to Create your own pricelist V1.0 2025`
`Brevity Tutorials How to provide logins for your client for the mobile app V1.0 2025`
`Brevity Tutorials How to provide external providers access to the portal V1.0 2025`
`Brevity Tutorials How to create cancelation policies V1.0 2025`
`Brevity Tutorials How to delete shifts V1.0 2025`
`Brevity Add On CHSP`
`Brevity Add On HCP`

Guides..

The guides listed below are current asat 10 09 2025.

Client Record feature guide filename	Guide

Client Record feature guide filename	Guide
`Client mobile app tutorial - Clients and Core Users Perspective`
`Client mobile app tutorial - Clients Perspective`
`Creating Schedules - SIL`
`Creating Schedules Groups`
`How to bulk change pricelist`
`How to create a Service Agreement 1-1 Services`
`How to create a Service Agreement for SIL Services`
`How to create a Service Agreement Group Services`
`How to create communities and communications groups and send out newsfeeds`
`How to create new cancellation policies`
`How to create your own pricelist`
`How to delete a shift`
`How to make bulk changes - calendar icon`
`How to make shift changes.pdf`
`How to provide external providers access to see client budgets (login access)`
`Mail merging your Service Agreement`
`Managing your Client Communication and Documents`
`Managing your Client goals`
`Managing your Client record`
`Managing your Client Service Template`
`Offering Shifts, Sending Notifications, Bulk emailing`
`Shift Bidding`
`Creating Schedules - SIL`
`Offering Shifts, Sending Notifications, Bulk Emailing`
`About SIL Version 2 2025`

Client Record Management Videos and Guides

Videos..

Guides..

Attachments for Download