This guide will show you how to update a client profile in the Client manager, allowing you to make key changes and receive Support Matches in real time. If you’re looking to log in, please refer to this article for further instructions.


Jump to:

Accessing your client's profile

1. Log into Client manager: admin.lightningreach.org/support-worker-clients


2. Select your client from your client list. 

For more details refer to this article: Client manager overview.



3. Update the profile - You don’t need to complete every section. Instead, focus on key sections relevant to the support your client needs.


For example, if you know specific areas where your client needs support, such as industries they’ve worked in or key challenges they face - you can use the search bar to find relevant questions and complete only those sections. Learn more about the key profile sections to complete.


As soon as you update any question, the Support Matches section at the bottom of the screen updates in real time, showing relevant schemes based on the details provided.

Profile completion tips 

Answering key questions

To maximise support matches and save time when completing client profiles, refer to the Quick support matches: key profile sections for support workers guide. This guide highlights the most important sections to complete


Editing the profile later

Profiles can be updated later if your client’s circumstances change. Simply return to the client’s profile and make the necessary adjustments.


Consent question

The consent question is the final question in the profile. This section asks for permission to use sensitive personal information, such as religion, ethnicity, and sexual orientation, to help match your client with additional support options.

Important: For this question, it’s crucial that you, as the support worker, have your client’s explicit consent to share this sensitive information. This data is used solely to improve the accuracy of support matches and is handled in accordance with data protection laws.


How to apply for support 

To view and apply for support, scroll down on the client’s profile page to the Support Matches section. This is the quickest way to see available support options.


In the Support Matches section, you’ll see two types of matches:

  • External matches – Clicking on "View" these will take you to the organisation’s website, where you can complete the application.
  • Direct matches – These allow you to apply directly through Lightning Reach. Click "Apply" to start the application within the portal.


Alternatively, you can click "Client mode" in the top right-hand corner to access My Dashboard, then navigate to Support Matches from there.



What's next?


Next, we recommend following one of these guides based on your steps:

Benefits check question

Within the Finances section of the profile, answering "Are you (or your partner) currently receiving any benefits?" with Yes or No will reveal the question "Shall we help you check your benefits?"

  • Selecting Yes will provide access to a Benefits Calculator in the Support Match area once the profile is complete.
  • This tool allows you to enter your client’s details to check which benefits they may be entitled to claim.
  • The calculator is free to use, and all details provided remain anonymous.


Important note: To access the Benefits Calculator, the entire client profile must be completed. We are working on changing this in the future.


Read more details on the benefits calculator and where to access it,  click here.


What's next?

As you complete your client’s profile, the Support Matches section at the bottom of the screen updates in real time, showing you what support is available to apply for. 


Focus on key profile sections to unlock the most relevant Support Matches quickly. Learn more about the key profile sections to complete.


Once you're happy with the results, you can log in as your client by clicking "Client mode" in the top right to process applications.


When logging in as your client, you'll see the dashboard, review the next article for guidance: My dashboard overview.


Or you can return to the support worker guides index.


Need further assistance?

If you have any questions or encounter any difficulties, please don't hesitate to contact us at hello@lightningreach.org