C.10: Profile

Summary

The Profile page lets clients view and edit their personal, demographic, contact, emergency contact, and preference data. It also surfaces integrations UI shared with other roles.

Role

• Primary: Client
• Secondary: System, Calendar provider

Entry Point

• URL: /profile
• Navigation: User menu -> Profile
• Redirect: /settings redirects to /profile

Preconditions

• Authenticated: yes
• Required role: client
• Current user profile must load successfully

Steps

1. Client opens the user menu in the dashboard layout.
2. Client selects Profile.
3. System opens /profile and loads the current user.
4. System hydrates the editable form with profile fields.
5. Client selects a profile section from the local sidebar.
6. Client edits fields in Basic, Contact, Demographic, or Preferences sections.
7. Client can change theme preference; the theme is applied immediately in the client.
8. Client clicks Save Changes.
9. System submits useUpdateCurrentUser.
10. On success, system shows a success toast; on failure, it shows an error toast.

Diagram

Edge Cases

• Loading: Profile renders inside dashboard layout with a loading state.
• Email: Email is displayed read-only.
• Counselor-only fields: Professional counselor fields are shown only when account_type is counselor; clients do not see that section.
• Calendar callback messages: calendar_connected and calendar_error query parameters trigger success/error toasts and are then removed from the URL.
• Integrations section: The integrations section is present in the profile tab structure; available actions depend on shared integration components and account state.
• Save failure: User changes remain in the form, and an update failed toast is shown.

Screenshot Status

• Captured:

Related Flows

• C.1 Client Onboarding
• C.3 Calendar
• C.11 Billing