Client Visits

Client Visits



Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo

This video contains guidance for all users on how to schedule client visits, for full written user guidance please click here
  1. Adding and editing a visit
  2. Creating a diary entry when saving a visit 
  3. Producing a visit form
  4. Uploading a completed visit form
  5. Viewing an uploaded visit form
  6. Completing a visit and creating a follow up 

    • Related Articles

    • Client Details

      Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo Overview of the Client Details functionality including the following core features, for full written user guidance please click here ...

    • Dashboard & Client List

      Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo Overview of the Dashboard functionality including the following core features, for full written user guidance please click here Summary of ...

    • GDPR & Client Delete

      Please turn on your sound to watch the video, you can watch full screen by clicking on the 4 arrows next to the Vimeo logo In CasparCloud clients can only be deleted from the system when their deceased and/or end date exceeds the number of retention ...

    • Client Fees - All Clients

      Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo This video contains guidance for users on calculating and managing client fees. The tutorial focuses specifically on Deputyship fees but ...

    • Client Fees - Calculated by Caseworker

      Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo This video contains guidance for users on calculating and managing client fees. The tutorial focuses specifically on Deputyship fees but ...