Entities as Clients
- How do I use the 'Advanced Search' feature?
- How do I remove a client from my firm list?
- How do I add a client or client group to the client list?
- How do I add a co-owner?
- How do I create an account for a household that share an email address?
- Can I transfer a client into my portal from another Firm?
- How do I add a team member to a Client's account via the Client list?
- How do I set a default client onboarding form?
- How do I remove myself as a professional guest from a client's account?
- How do I view my clients goals?
- How do I export my client list to CSV?
- How do I import clients, staff members and entities in bulk?
Client Portal Tips
- Client subscriptions: Starter subscription explained
- Client subscriptions: Pro subscription explained
- How do I manage my client's subscriptions?
- How can clients activate their portal?
- How do I demerge or remove a co-owner from a client group?
- How do I amend a client’s details (name, email, etc)?