APE
APE Portal Secure staff access

New Client

Create client profile

Fields marked * create the Client Dashboard. Optional sections can be completed now and will appear in their own tabs later.

Required profile

Shown on Client Dashboard

Optional Information

Can be completed now or later in each tab
Profile photo and passport

Only upload the client profile photo and passport scan here. Application documents should be uploaded later in the Documents tab or inside the relevant application record.

Education History Items

Add one item for each education background, usually from high school onward. Mark the latest in-progress record as current study when applicable.

Education Item 1
Current Visa

Fill this only if the client currently holds a visa. If completed, this will create a Current Visa status record for quick visibility; it will not create an APE Visa Application case.

Language Tests

Optional quick capture for IELTS/PTE/TOEFL/GRE/GMAT or other test results. Do not store test account passwords.

Internal Notes
Emergency / Secondary Contacts
Work Experience

Optional quick capture for migration, visa, career-related planning, or study gaps.

Work Experience 1
Visa & Risk History

Optional quick capture for future visa, migration, and risk assessment. Detailed requirements can be revisited in Planning or Visa Applications.

Referees / Recommenders

Optional quick capture for research references, professional checks, employer references, or character references.

Referee / Recommender 1

Client Record

Add record