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How to manage existing clients?

Attention! Images are for informational purposes only and may differ from what appears on your screen.

 

1. Launch the App

- After launching the SmartPatrol app on your device, wait for it to load and press the "Get Started" button to proceed to the login screen (Image 1).

Image 1

2. Log In

- Enter your personal login (email) and password in the corresponding fields (Image 2).

Image 2

3. Access the Menu

- Navigate to the bottom menu and click “Menu” to access the control panel.

4. Select Client Tab

- Click on the tab “Client” for creating and managing existing clients (Image 3).

Image 3

5. Search Clients

- You can search existing clients via the search bar.

6. View Client Details

- Each client in the list displays the following details (Image 4):

Image 4

  • Client serial number.
  • Clients name.
  • Clients city.
  • Clients address.
  • Clients mobile phone.
  • Clients office or company phone.
  • Clients email address.
  • Date of creation of the client’s profile.

7. Manage Clients

- Each client also has six management buttons:

  • The "View" button is used to view more detailed information about the client (Image 5). You can edit the client’s information by pressing the "Edit" button.

​​​​​​​​​​​​​​Image 5

  • The "View Shifts" button displays a list of shifts organized by facility.
  • The "Guards" button shows the list of security officers assigned to the current client.
  • The "Facilities" button provides a list of facilities linked to the current client.
  • The "Edit" button allows you to modify the current client’s details.
  • The “Delete” button will delete the current client.
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