People: Adding your client and their family into the

Adding a client 

To start work on a new client case (one that you will be entering manually), open AdviserGo and click the plus '+' button in the bottom right corner. 
 
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You will see the option to create client or import client (see below). 
Click on create client.
 
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The software will prompt you to enter the most fundamental details about your client.
 
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You will be prompted initially to enter information for only one person. This person will be the plan’s primary client. And this is all Voyant will need to create a new client file. Add the details and click on Save. 
 
Additional people, such as your client’s spouse or partner, children and other family members can be entered in a moment by clicking the + (plus) button, select People, and then enter their details for each person that is to be included in the plan.
 
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