Adding a New Client

Use this guide to add a new client from the updated v2 dashboard experience.

Before you add a client

• Confirm you are not in Sample Data Mode (unless you are 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, including name, email, and contact information.
4. Most advisors choose the temp password to be the client's file number or ID in their CRM. Some prefer to use the same temp password for all clients. This is ok as long as the agent has two factor authentication enabled on their account and as long as the password is temporarily used until the client has the chance to login and change it. 
5. Click Save.

• Send Invitation: 
  

  • Click Yes to invite the client to set up their account or choose No if you'd rather wait.
  • if Yes, the client will receive an email with instructions to complete their profile, and they will be able to see what you have uploaded for them.

What happens after you add the client

• The client appears in your Clients list.
• You can click Manage to begin working inside the client vault workflow.
• You should decide whether this client will be:
  • Client-collaborative (they log in and complete steps with your guidance): Reply Yes to the Notification question above 
  • Advisor-managed / concierge (you complete most steps on their behalf): Reply No

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

• Clients Page: What Week / Progress / Status Mean
• Managing Client Vaults: First Actions After Adding a client
• Adding Recipients to Your Client's Vaults