Why do I need to 'request access' for my client's information?
After adding a client, you may find a message on your their contact card, prompting you to Request Access.
This means the email address you entered for that client happens to match the email on an existing client profile in Doulado, containing other details such as phone number, date of birth, residential address (etc).
Although these details aren't automatically made available to you, the client can be prompted to authorize you to view and update these details on their profile.
Giving clients express control of access helps to secure their data, prevent duplication, and keep their information up to date.
A way to avoid this step is to have the client complete your lead form, ensuring that they use the same email address as on their existing profile.
To prompt the client, use the Request Access option in their contact card's menu (the 3 dots).
The client will receive an email asking if they want to authorize their profile details being shared with you.
When they click Approve, they will be provided with some more information and be prompted to Agree & Share
Once they approve, you will see their shared profile details instead of the Request Access message.
It is important to remember that only client profile details are shared in this way, as distinct from journey records such as notes, visits, invoices, paperworks (etc).