Clients
Client Setup
- How do I change a client's portal view?
- New Client Portal Views & Features
- How do I view and/or modify a Client's Primary Professional?
- How do I use the 'Advanced Search' feature?
- How do I remove a client from my portal?
- How do I add a client or client group to the client list?
Client List
- How do I change my firm's default client portal views?
- How do I manage staff permissions to client accounts via the Client list?
- How do I add a team member or Authorised User to a Client's account via the Client list?
- How do I set a default client onboarding form?
- What is an External Client and how do I remove myself as a guest from an External Client's Team?
- How do I view my clients Tracked goals?
Client Onboarding
- A guide to onboarding Clients
- Client Checklist : Information Required by a client for onboarding
- Onboarding your clients: Onboarding using an invitation email only
- Onboarding your clients: Onboarding using an e-signature request
- Onboarding your clients: Onboarding using a blank Digital form
- Onboarding your clients: Onboarding using a pre-filled Digital form
To-Dos
Client Portal Tips
- How do I change a client's email address?
- How do I view client's Open banking consent expiry?
- Client subscriptions: Starter subscription explained
- Client subscriptions: Pro subscription explained
- How do I manage my client's subscriptions?
- How do I ungroup clients?