Client records, documents and custom fields
Keep care details, family contacts, payer details and files in one place.
Where in Willa: Leads > lead record
Who can do this: Approved team members.
- 1
Edit contact information
Approved team members can correct names, phone numbers and the care address. Changing the address re-checks coverage.
Family inquiries. New leads from calls, forms, chat and Meta all land here. - 2
Care and payer details
Record care needs, family contacts and how care will be paid for.
- 3
Upload documents
Attach files to the record. They are private to your company and open with short-lived secure links.
- 4
Custom fields
Owners and admins can add custom fields in Settings.
Common problems
- I can't edit a client's details.
- Your role may not allow edits, or you're in a different company. Check the company switcher.
- A document link stopped working.
- Links expire after a short time for security. Open the document again from the record.
- The client moved and is now outside our area.
- Changing the address resets the coverage check so it's reviewed again.
Related guides
Need a hand? Email kyle@heywilla.ai.