What is a client or student profile in Psylio?

What is a client or student profile in Psylio?

What is a client or student profile?

A client or student profile centralizes all the key information about a person and can be created without having to open a record right away. When you do create a record, the profile can be linked to it, so you don’t need to re-enter their basic information.

This approach simplifies profile management and gives you more flexibility in organizing information.

What is the purpose of a profile?

Profiles store information about a client or student. They allow you to:

  • Create a profile without having to create a record immediately

  • Link the same profile to multiple records for clients or students involved in different services or follow-ups

  • Link several profiles to a single record, for groups or couples

  • Quickly access a person's information (name, contact details, institution, contacts, etc.) in one centralized view

Profiles make it easier to manage clients and students, for example, by allowing you to view all contact details in one place.


What is the difference between a profile and a record?

  • A profile contains a person's general and permanent information (name, contact details, institution, contacts, etc.)

  • A record gathers the information related to a specific follow-up, intervention, or service, along with the client or student’s profile.


What happened to my "associated profiles"?

The "associated profiles" in each record have been redesigned and reorganized. Here’s what that means:

  • Every primary or secondary profile is now an individual profile

  • A profile can be linked to multiple records, depending on the services provided

  • Guardians now appear in the Contacts section of each profile

When a profile is updated, the changes automatically apply to all records where that profile is linked.


Do profiles transfer along with shared or transferred records?

Yes. When a record is shared or transferred to another professional or service, all profiles linked to that record follow automatically.

This ensures that all relevant information remains accessible, even when several people or services are involved. Profiles follow the record, helping ensure smooth collaboration and continuity of care across teams, services, or workspaces.

Key points to remember

  1. A profile centralizes client or student information
  2. Every record must be linked to at least one profile
  3. You can view and manage profiles from the Profiles tab in the left-hand menu or directly within a record
  4. You can archive a profile when the client no longer has an active follow-up, or unlink it from a record when needed