Client List
- How do I view client's Open banking consent expiry?
- 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?
- 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?
- How do I perform bulk actions on the client list?
- How do I assign staff to clients in bulk?
- How do I view and/or edit a client's account?
- How do I unhide a client to reappear in the client list?
- How do I hide a client from my Client list ?