FinCap
Welcome
Login
Sign up
Home
Solutions
Enter your search term here...
Search
New support ticket
Check ticket status
Knowledge base
Client Voices Support
Privacy and Security
9
Terms of service
When to delete client records from Client Voices
Know when you should upload documents to Client Voices
Password requirements
Template privacy notice
View all 9
Users
11
Change your email address
Change your password
Update your own profile
I didn’t receive the email
I forgot my password
View all 11
Overview
3
About Client Voices
Understand the structure of Client Voices
Client Voices Webinar
Client Management
38
Add a new client record
Allocate a client to a funding group
Assign a client to another Financial Mentor
Change a client case from one-off to ongoing (or vice versa)
Client case notes
View all 38
Budgeting tools
23
Add a debt to the Debt Schedule
Add an expense to the Budget Worksheet
Add income items to the Budget Worksheet
Alternative budgets explained
Change the frequency of the budget
View all 23
Appointments
3
Delete an appointment / no show
Mark a missed appointment as a no show
Add an appointment / no show
Sessions
9
Record the time you spent with your client
The session page explained
Change the date of a Session
Change the value of a Session
Create a new session
View all 9
Managers and Coordinators
7
Add a funding group
Add a new staff member
Deactivate a staff member
Edit a staff record
Find a staff record
View all 7
Community Education
5
Record a Community Education course
Delete a course
Add attendees to a Community Education course
Turn course attendee into a financial mentoring client
Video: Add a Community Education or MoneyMates course
Reports
7
How to read the report
Export a CSV of all Client Voices data
Video: Run a report
Opt-in to share your report with MSD
Print the report
View all 7
Client Led Outcomes (CLO)
5
Wellbeing / Hauora Reflection
Add a client goal for the Goal Check In
Client Led Outcomes (Goal check in)
Do the Goal check In exercise
Mark a client goal as resolved
FinCap
Policies
1
Code of Conduct (policy)
Help Desk Software
by Freshdesk Support Desk