It is essential to customise the services you and your company offer your clients to view and use as a reference. This customised information helps clients be more aware of all your service offerings and helps with word of mouth recommendations.
Your services will be displayed to clients in the Financial Review section of the client’s main dashboard and on the mobile app (if selected).
To set the services you provide:
- In your Partner Portal, go to Configure> Your Services.
- Once in the services screen, click the icons you would like to turn on or off. Only the icons that are highlighted in blue will be visible to your clients.
- You can alter the names of the services by clicking in the description box and typing in the new name.
- Once complete, click on ‘Save’.
Your clients will now be able to view your services.