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Client portal

A closer connection with every client.

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

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StaffAxis /Client workspace Your workspace
WELCOME BACK, OAKFIELD CARE

Client workspace

Client portal
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
Your bookings, people and invoices in one place.

Illustrative product screen · sample information

A focused place for clients to work with your agency.

A good client relationship needs clear information as well as reliable cover. Clients may need to request a shift, review an employee profile or return to an invoice without beginning each action as a new office enquiry. StaffAxis provides a client-focused experience connected to the work your agency manages.

The portal keeps those actions close to the client’s own relationship with the agency. Requests can include relevant role and unit information, staff profiles support the booking conversation and invoice documents remain available as the commercial relationship continues.

What your team can do with client portal

A place for shift requests

Help clients request the cover they need through a focused workflow. Bringing requests into the platform gives the agency a clearer starting point for reviewing requirements and preparing bookings.

Roles on the request

Clients can identify the role required for the work. That distinction provides useful context to the office before a coordinator reviews the people who may be appropriate for the booking.

Units within the client

Where a client has active units, the request can reflect the relevant place of work. This helps the office understand the need more precisely than receiving a request against only the main organisation name.

Employee profile information

Give clients access to relevant employee-profile information associated with their agency relationship. It supports a more informed conversation about the people delivering booked work.

Downloadable profile documents

Employee profile documents can be accessed through the client experience. This gives the relationship a practical way to handle profile information without every request being a separate document-preparation conversation.

Invoices within reach

Let clients review invoice details and download invoice documents. A connected invoice view helps clients return to the information they need while keeping it tied to the agency’s billing workflow.

A client needs cover and an invoice copy.

A care-home contact requests a registered nurse for a particular unit. The office reviews the request and manages the allocation. Later, the same client contact returns to the portal for an invoice document, rather than asking the office to find and resend it as a separate piece of administration.

Illustrative working-day example.

A connected workflow, step by step

Request the right cover

The client opens their workspace and prepares the request, including the relevant role and unit where available. The agency can then review the cover needed through its own booking process.

Review booked staff

As the relationship progresses, the client can review employee-profile information and relevant profile documents. This supports the conversation around the people attending the work.

Access the invoice

When invoices are available, the client can review the details and download the document. The commercial information remains connected to the same working relationship.

Your questions, answered

Yes. The client portal includes invoice details and downloadable invoice documents.

Keep your agency connected

Client management

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

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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.