ClientGo is our goal centric, client facing platform which can be used as a review tool for existing clients. It is an interactive and collaborative tool which personalises the planning process.
ClientGo is a great review tool as you can invite your client to easily update, for example, their cash balances and ask them to review their Goals and add any new ones before you sit down with them.
Before inviting a client with an existing Voyant plan so they can update their details, you can update and promote an existing plan, without making any changes in the current values. This preserves the existing plan. Your client makes changes to a copy of the updated plan.
How to invite an existing client
From your Home screen go to the client plan and select the 3 dots
In here select Invite Client
Enter the client's email address, toggle on ClientGo and select Next.
The Client Access panel (shown below) dictates which plan the client has access to edit via ClientGo i.e. which plan they will be editing, updating or adding their Goals, Finances and Expenses to. The default is the most recent Active Plan i.e. Base Plan or Updated and Promoted Base Plan.
(As mentioned earlier, before inviting a client with an existing Voyant plan so they can update their details, we recommend the existing plan is updated and promoted, without making any changes in the current values. This preserves the existing plan. Your client makes changes to a copy of the updated plan.)
Move the Assign Plan Automatically slider to the left if you want to chose the plan yourself. There is no need to move the slider if you are happy with the selected plan e.g. Base Plan 2022 for client to update.
Once you have chosen the plan, click Next.
Finally, select the PIN delivery method. Input the client's mobile number with country code to deliver the PIN by SMS to the client. Alternatively, click Having Issues with SMS PIN? to reveal the PIN so that you can deliver it to the client yourself.
Note: when delivering the PIN by SMS the client will only receive this PIN code after they click on the email link and press continue.
Enter the country code and drop the first zero of the mobile number when adding the client's mobile number.
Note: if delivering the PIN yourself, make a note of this PIN code as it appears so you can give it to your client. This PIN code only appears once. Any other PIN codes you see here are updated codes which you would use for re-sending a invite.
What happens next?
Your client will receive an email to accept your invitation and set up an account.
Your client will need to click on Accept the Invitation'.
Once they have completed the update, you will see the client's plan as a new What if in the Client Record just as you would see any what if you had input. The date modified will reflect the date your clients made their latest changes.
To view the client's plan, open the client record. Before you are able to view and edit you will be prompted to Turn on Client Lock or view as Read Only.
Choose Read Only if you do not wish to edit the plan. You can still navigate around the plan but the save buttons are disabled, preventing you making any changes.
It is most likely that you will wish to edit the plan, in this case, select Turn On Client Lock. Whilst this is enabled and whilst you are editing the plan, your client cannot make any changes. If your client did log in to ClientGo, they will see the message Plan Under Review.
To view the updates your client has made, select the Manage Plans tab and you will see a plan entitled 'Client Copy-..' select this plan.
Note: the two messages at the top of the Dashboard page. The top one, in the blue banner, acts as a reminder to unlock the plan once you have finished editing and before you come out of the plans and return to the client record page.
If the plan remains locked your client is not able to log back into ClientGo. Additionally, other users in your subscription who have access to your client plans e.g. those with All Client Access will have Read Only access.
The second message reminds you that this is the version created by the client and recommends creating a copy to make your own modifications.
You can add, edit, delete items in this plan as with any plan in AdviserGo.
By default, if your client was to log back into ClientGo they see their Client Copy.
To see which plan they have access to click on the plan name in the top right of the screen and Manage Access.
You can see that by default, this is the plan they will view in ClientGo. They can edit this plan.