Adding a New Client

Use this guide to add a new client from the dashboard.

Before you add a client

• Confirm you're not in Sample Data Mode (unless you're intentionally training in demo mode).
• Have the client's correct email ready. Incorrect emails are the #1 cause of onboarding failures.

How to add a client

1. Go to Clients from the top navigation.
2. Click + Add Client.

3. Fill in the client's details — name, email, and contact information.
4. Set a temporary password. Many advisors use the client's file number or CRM ID; some use the same temp password for every client. Either is fine, as long as you have two-factor authentication enabled on your own account and the password is only used until the client logs in and changes it.
5. Click Save.

Send the invitation

• Click Yes to invite the client to set up their account, or No if you'd rather wait.
• If Yes, the client receives an email with instructions to complete their profile, and they'll be able to see what you've entered for them.

After you add the client

• The client appears in your Clients list.
• Click Manage to begin working inside the client vault workflow.
• Decide how this client will be served — a choice worth making up front, since it shapes everything after:
  • Client-collaborative (DIY) — they log in and complete steps with your guidance. Reply Yes to the invitation prompt above.
  • Advisor-managed / concierge (DIFM) — you complete most steps on their behalf. Reply No.

If the client took the Family Readiness Assessment, they've already indicated which they prefer. When in doubt, a good default is DIY for engaged, tech-comfortable clients and concierge for busy, elderly, or overwhelmed ones.

Common problems and fixes

• Client not showing up: refresh the page and confirm you saved successfully.
• Duplicate client created: decide which record to keep, then remove the duplicate.
• Client not engaging: switch to a concierge approach and schedule a short completion call.

Related Articles

• Client Progress: Week, Progress %, Status, and When to Intervene
• Managing Client Vaults (Advisor Guide)
• Adding Recipients to Your Client's Vaults