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Client management

Stronger relationships. One clearer record.

Keep client details, locations, units, shift needs and commercial information connected to the work you deliver.

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StaffAxis /Your clients Your workspace
EVERY RELATIONSHIP, IN VIEW

Your clients

All records
OC

Oakfield Care

Care home · Bristol

Active
Shifts & invoices
MH

Meadow House

Care home · Bath

Active
Shifts & invoices
WL

Willow Lodge

Supported living · Bristol

Active
Shifts & invoices
Connected records. A clearer working day.

Illustrative product screen · sample information

Keep the relationship and the work in the same picture.

A client record is useful when it reflects how work actually happens. Your office may need to understand an organisation, a particular location, the units within it and the people involved in arranging cover. StaffAxis connects client information to the bookings and commercial activity your agency manages.

That connection helps different colleagues work from the same relationship. Business development can keep track of the opportunity, coordinators can plan the required cover, and finance can follow the work into invoices. The client’s details remain part of the wider workflow rather than being recreated at every handover.

What your team can do with client management

Organisations and client locations

Keep a structured view of the organisations and client locations your agency works with. This helps colleagues understand the relationship before moving into the individual bookings associated with it.

Units within a client

Organise child units where the work needs a more detailed location. A booking can then carry the relevant unit context, making the request clearer to coordinators and the staff delivering it.

Client requirements alongside shifts

Keep the required role, working times and booking information connected to the client. The relationship becomes a practical planning reference rather than just an address and a company name.

Commercial arrangements in context

Client rates and charging arrangements support the financial side of the work. Keeping them connected to the client helps the agency manage agreed day, night and bank-holiday patterns where applicable.

A connection to business development

Potential and onboarded client relationships can be followed through business development activity. The wider team can understand the relationship’s position and continue the relevant conversations with more context.

A focused client experience

The client portal gives clients access to relevant shift, employee-profile and invoice information. It supports a closer working relationship without requiring every routine request to begin as another office enquiry.

One client, more than one place to work.

A care provider needs cover across two units. The office records those units under the client and uses them when preparing bookings. Staff can be allocated to the relevant work, while the client-facing profile and invoice experience remains connected to the wider relationship. Colleagues can discuss the client without losing the location of an individual shift.

Illustrative working-day example.

A connected workflow, step by step

Set up the client

Set up the client and the relevant organisation or location details. Understand how the agency will deliver work for that client and the people involved in arranging it.

Organise locations and units

Add the units and working requirements that need to be reflected in bookings. Keep the planning and commercial context organised before moving into the day-to-day shift workflow.

Manage the work together

Manage bookings, profiles and invoices as part of the same relationship. Use the client portal where appropriate to give the client a focused view of the work they need to follow.

Your questions, answered

Yes. Client units support a more detailed view of where work is taking place.

Keep your agency connected

Client portal

Give clients a focused place to manage shift requests, review employee profiles and access their invoices.

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Shift allocation

Keep open shifts, available staff and allocation progress together. Give your coordinators a clearer way to manage every booking.

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Finance & invoicing

Keep client charges, employee costs and revenue in view, then manage invoices and payment progress with confidence.

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Bring your agency’s working day together

Explore StaffAxis with a walkthrough built around your people, your clients and the work you want to make easier.

Book your StaffAxis demoYour agency. Your questions. A clearer next step.