How to manage Sample Clients in your subscription

Sample Clients are clients with mock data that are set at the system, entity group, or subscription level that users can make copies of to appear in their own client list. AdviserGo will allow users to create copies of specified Sample Clients, either as they are to use in demonstrations or to explore AdviserGo’s capabilities or as templates to enter real client data and save with new names. These pre-created clients will show in the Sample Client tab on the AdviserGo homepage. 

Important Note - Sample clients added at the subscription level will override sample clients added at the entity group or system level.

If you do not want to use the Sample Clients which have been added at the system or entity group level, or if none are available, Sample Clients can be added to your subscription in the Admin Console. 

Please contact Voyant support by emailing support@planwithvoyant.com if you do not have the Sample Client tab on the homepage of AdviserGo.

The list of Sample Clients which appears in this tab can be managed by Subscription Owners and Subscription Managers or those users who have been given the Subscription Sample Client Creator role.

Tip - you need to create the sample client in AdviserGo first before they can be turned into a sample client.

How to add Sample Clients to your subscription

1. Sign into our website. Which website you go to depends on which version of Voyant you use.

Then click Visit Admin Console

2. Click My Subscription on the top menu.

3. Click Manage Subscription Sample Clients in the left-hand Actions menu.

4. Click the Add button.

5. Search for the client you want to use as a sample then click on the dot next to the client name in the Select column. Once done, click the Select Client button.

6. The client should show in the Current Subscription Sample Client list.

7. Go to AdviserGo and verify that the client appears in the Sample Client list.

How to remove a Sample Client from your subscription

1. Sign into our website. Which website you go to depends on which version of Voyant you use.

Then click Visit Admin Console

2. Click My Subscription on the top menu.

3. Click Manage Subscription Sample Clients in the left-hand Actions menu.

4. Click Delete next to the client you wish to remove from the Sample Client list.

5. The client should no longer show in the Current Subscription Sample Client list.

6. Go to AdviserGo and verify that the client no longer appears in the Sample Client list.

Note - removing a client from the list of sample clients does not delete the client record itself, it just stops it being available for use as a sample client.

Further reading

How to use Sample Clients