Bravely

Client profiles, records and correspondence

Managing Clients

To begin working with a client on Bravely Connect, all you need to begin is their name and email address.

Adding New Clients

Learn how to update a client’s status — whether you’re wrapping up, taking a break, or no longer working together.

Removing, Unlinking or Archiving Clients

For security reasons, updating a client’s email address for Bravely Home requires disconnecting their old account and sending a new invite.

Updating Client Email Addresses

Add, Archive, Disconnect or Delete Clients

A list of the key emails Bravely sends to your clients, from invitations and appointments to invoice reminders and receipts.

Email Notifications Clients Receive

Client Correspondence

Learn how to add and update client details — including contact and emergency info — in the Client Profile tab.

Populating Client Profile

Record presenting issues, diagnoses, or other key clinical notes in the client’s profile.

Recording Notes & Presenting Symptoms

Learn how to upload, manage, and store documents in a client’s profile — including PDFs, images, and other key files for your records.

Uploading Documents to Client Profiles

Client Records & Documents

Create a custom design with text, images, and links

Bravely Connect ↗

Find answers and get help from Intercom Support and Community Experts

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