Using Custody X Change as a Professional: Overview

The first time you sign in to a professional account, you'll add your clients' names.

The next time you sign in, you'll be taken to the calendar of the last client you worked on.

To switch clients, click the current client's name at the far left of the blue navigation bar. This will take you to your client list, from which you can select a different client.

Once you select a client, clicking any button in the blue navigation bar will pull up information specific to that client.

To see your colleague's clients so you can work on those accounts as well, create a professional group.

Add a client

To add a client, click the "new client" button and enter their name.

After clicking "next":

If this is your first client, you're done creating them.

If this is an additional client, you'll be asked whether you want to import a set of parenting plan/schedule templates that you've already used...

...and if so, whose template.

Now your client has been created in Custody X Change. The app brings you to their settings page, where you can input their information and assign them an icon (man, woman, or first initial) along with a color for calendars.

Rename or delete a client

To update a client, select their name in your clients list.

You can change a client's name by using the "rename" button.

You can permanently remove a client by using the red "delete" button.

Create schedule or parenting plan templates

You can use the process to add a client (described above) to store templates in your Custody X Change account. Instead of inputting a client name, insert a template name. Then create the schedules and/or parenting plan you want to save for future use.

To apply your template to a client, choose "start from an existing client's data" when you enter him or her into the Custody X Change app. Then select the corresponding template's name.

Sharing with clients

When you and your client link your Custody X Change accounts, you can collaborate in real time. Digital collaboration keeps everyone on the same page while cutting down on emails and calls.

"Sharing" sends your client an invitation to link accounts.

To share, click the "clients" tab and select your client's name from the list. (If you need to add the client first, see above.) Then, on the left side of the page (or at the top of the page if you're on a phone), click the blue "share" button that appears under their name.

Type in your client's information, and hit "send."

You'll see this confirmation.

When the client accepts your invite, your two accounts will be linked, and you'll see a "shared" tag next to their name. Clients can also initiate sharing.

When an account linked to yours makes changes, a red "updated" icon will appear next to their name. To see what they've updated, click on their name, then the bell icon at the top right of the app. You'll also receive notifications by email. Adjust your notifications settings to receive push notifications on your devices or to opt out of email updates.

To unshare, click the client's name in your clients list. Then hit "unshare" on the left side of the page (or at the top of the page if you're on a phone).

Updating a client's settings

To update settings specific to one client — such as their case number, location and co-parent's name — first select their name from your client list.

Next, click the person icon at the top right of your screen, then "client settings."

There, you'll see a list of settings you can adjust by clicking "edit."