Videos and user manual

1.4. Customer management

Overview

BioCoherence Pro allows you to network with an unlimited number of customers, each of whom can be connected via their own application. This chapter will guide you through the steps involved in managing and sharing information with your customers.

Customer selection

On all pages where you need to select a customer, a button is available in the top right-hand corner for making this selection. To find a customer, simply type his name in the search field. The system will display the corresponding customers and the number of records available for each.

Record management

Once you've selected a customer, you'll see the records available for that customer. Records can be identified by different pictograms:

• A pictogram indicates that the record is stored on the local computer.
• Another pictogram indicates that the recording is in the cloud.
• A third pictogram indicates that the customer has access to this recording.

Sharing reports

When you open a report, you can choose whether you wish to share access with the customer. On the home page, a button allows you to modify the customer's information, such as gender, email and a photo. This information is crucial for visualizations specific to sexual organs and chakras.

Sending invitations

To send an invitation to a customer, enter their e-mail address and click on "Send e-mail". You can also share the invitation link or text via SMS, WhatsApp or any other application available on your device. The message can be sent in English or French, by changing the language with the flag selector.

Using these features, you can easily manage and share information with your customers on BioCoherence Pro, while ensuring efficient and secure communication.

User and Client Management in BioCoherence, in detail

The BioCoherence app provides comprehensive user and client management features, allowing users to manage their own profiles and those of their clients. This section details the functionalities available for managing users and clients within the app, including creating new contacts, switching between users, and managing user data.

Current User Display

• User Display: The current user is displayed at the top of the Home Screen of the app interface. This can be you (the primary user) or any client or contact.
• Privacy Feature: Users can blur all names and pictures by clicking the blur icon, ensuring privacy when others might be viewing the screen.

User Analysis

• View Analysis: Clicking on "Open Analysis" or "See All Analysis" will display analyses tied to the current user only.
• Switching Users: To switch users, click on the two arrows icon to access the user directory. The primary user is always listed at the top of this list.

User Directory

• Accessing User Directory: Click on the two arrows icon to open the user directory.
• Searching Users: Use the search icon (looking glass) on the bottom of the page to filter users by entering keywords.
• Creating New Contacts: Access the contact list via the menu and click "Create New Contact" to add a new user. Specify gender for accurate screen display. Add their email if you want to invite them or share a report, or give them access the the report in their app.

Contact Management

• Editing Contacts: Edit current contact details, including name, email, and gender. Gender selection affects screen display, particularly for gender-specific analyses.
• Email Integration: Adding an email allows direct sending of PDF reports and creates an account on the server for the user.
• Additional Information: Optional fields include date of birth, weight and personal notes. Date of birth is not currently used in calculations but will be used for future features like biological age comparison.

User File Management

• File Saving: Analyses are saved in user files. Ensure analyses are saved under the correct user to avoid confusion. You can change the user at this stage if there was a mistake, like starting a record under a different user.
• Cloud Upload: Analyses can be uploaded to the cloud for sharing. This is necessary for sharing access with clients.

Sharing and Inviting Users

• Inviting Users: Send invites to users via email or text, allowing them to access their reports and use the app.
• Sharing Reports: Share PDF reports with clients. Reports can be customized by selecting which sections to include.

Device Compatibility and Updates

• Device Compatibility: The app is compatible with various platforms, with updates regularly released to improve functionality.
• Updating the App: Users should regularly check for updates to ensure they have the latest features and fixes.

Additional Features

• Multi-View Analysis: Compare multiple variables across recordings in real-time. Useful for research and detailed analysis. You can show and compare history of a given contact.
• Apple Health Integration: Import recordings from Apple Health. Note that imports on a device are from the primary user's own Apple Health account. If you do a recording on your own Apple Watch, you can import it only from your own device. So, if the recording is done on the client's Apple Watch, the import must be done from his device, with his app and his login. He can then share it with you.

Privacy and Data Management

• Local Data Storage: All calculations and data are stored locally on the device. Cloud storage is optional and used only for sharing purposes.
• Data Security: The app can function without internet access, ensuring data security and privacy.

Future Developments

• Stripped-Down App Version: A simplified version of the app will be available, focusing on recording, frequency playback, and report reading.

This comprehensive guide to user and client management in the BioCoherence app ensures users can effectively manage their profiles and those of their clients, enhancing the overall user experience.