Clients
Client Setup
- How do I add a client or client group to the client list?
- Client groups with shared emails: Your setup options
- How do I send clients an invitation to their portal?
- How do I add a co-owner?
- How do I merge clients to form a Client Group?
- How do I adjust a Client Group name?
Client List
- 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 bulk upload clients, staff members and entities?
- How do I perform bulk actions on the client list?
- Can I delete or unassign a client from my partner portal?
To-Dos
Client Portal Tips
- How do I manage my client's subscriptions?
- Client subscriptions: Starter subscription explained
- Client subscriptions: Pro subscription explained
- 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)?