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How to Add Sample Clients to Your AdviserGo Subscription

This guide explains how to add sample clients to your AdviserGo subscription (if your account has the required permissions). Sample clients can be used as templates for creating new client records—useful for demonstrations, training, or entering real client data and saving it under a new name.

What Are Sample Clients?

Sample clients are template client records that appear in the Sample Clients tab on the AdviserGo homepage.

You can use sample clients to:

• Create demo plans quickly
• Copy a template and save it under a new name
• Build standardized examples for training or internal workflows

AdviserGo includes a set of default sample clients out of the box.

Important Notes Before You Begin

1) You must create the client record first

You can only add a client to the Sample Clients list after the client record exists in your subscription.

2) Adding your own sample clients replaces the default sample clients

If you add your own sample clients at the subscription level, you will no longer see Voyant’s default sample clients in the Sample Clients tab.

3) Removing a sample client does not delete the client record

Deleting a client from the Sample Clients list only removes it from the list—it does not delete the client record from your subscription.

Step-by-Step: Add a Sample Client (Subscription Level)

1) Open the Admin Console

1. Log in to AdviserGo
2. Click your Profile icon in the top-right corner
3. Select Administration to open the Admin Console

2) Navigate to Sample Clients

In the Admin Console, go to:

1. My Subscription
2. Manage Subscription
3. Sample Clients

3) Add a Sample Client

1. Click Add
2. The system will search and display client records within your subscription
3. Select the client you want to use as a template
4. Click Select Client

You will now see that client appear in the Sample Clients list.

To add more, click Add again and repeat the steps.

Confirm the Sample Client is Available in AdviserGo

1. Return to the AdviserGo homepage
2. Open the Sample Clients tab

You should now see the sample client you added.

Note: If you added your own sample clients, the default Voyant sample clients will no longer appear.

Managing Sample Clients (Add or Delete)

To add or remove sample clients, return to:

1. Administration
2. My Subscription
3. Manage Subscription
4. Sample Clients

From here, you can:

• Add additional sample clients
• Delete a sample client from the list

⚠️ Deleting from the Sample Clients list does not delete the underlying client record.

Summary

Sample clients are a helpful way to create reusable templates for:

• Demos
• Training
• Standardized example plans
• Faster new client setup

They are managed at the subscription level via the Admin Console.