Transcript:
In today’s training, we’re going to look at how to add a client into the Voyant software.
To do this, you’re going to start from your client list and navigate down to the plus button in the bottom right-hand corner. You’re going to see two options. One is to create a client, and if you have an external integration activated on your account, you’ll also see the option to import a client.
We’re going to manually create a client.
You’ll need to enter the client’s first and last name, their date of birth, and a plan start date. Please keep in mind that the Voyant software works in full planning years, so the start date of your plan will affect the planning year used in the software.
Next, you’ll need to enter the province of residence. This will affect the provincial taxation used in the plan.
You’ll also need to indicate whether or not your client is retired. If they are not retired, you’ll need to enter an estimated retirement age. This can be adjusted later if needed.
Click Done to save.
This will open the client in the Voyant software.
Once the initial client is opened, you’ll notice the People section where your client is displayed. If you need to edit anything at this point, you can simply open the client record, adjust the name or date of birth, and click Done to save.
If you need to add additional family members, go to the plus button in the bottom right-hand corner and select the People tile.
We’re going to go ahead and add Paul’s spouse.
We’re then going to use the Save and Add Another feature to add Paul’s child.
Click Done to save.
Now that the family has been entered, you can review them again in the People section. If you need to make adjustments at any point, simply click on the person, update any of the fields, and click Done to save.
If you have any questions, you can click the client’s name in the top right-hand corner, select Request Support, enter your question into the text box, and share client access.
Thank you for listening.