ClientGo is our new goal centric, client facing platform which can be used for onboarding new clients into the Voyant software and also as a review tool for existing clients. It is an interactive and collaborative tool which personalises the planning process.
If you want to onboard a new client i.e. one who doesn't have an existing Voyant plan, this article explains what to do ClientGo- Onboarding new clients
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 the updated plan. This article explains How to update the start date of a 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 and select Next.
You will then see two options one for ClientGo and the other for VoyantGo.
Keep the ClientGo option highlighted.
The ClientGo 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 the updated plan. This article explains How to update the start date of a plan. )
Move the 'Assign Plan Automatically' slider to the left 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.
Finally, select the PIN delivery method
Note: when choosing 'Text to mobile' 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 e.g. +44765432100
Alternatively select 'Delivery myself'. Make a note of this PIN code as it appears so you can give it to your client. Note 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'
More information on what your clients will see is shown in this guide Client View of ClientGo - updating your Voyant plan- UK and Ireland
Once they have completed the update, you will see the client in your Client Record just as you would see any client record you had input into Voyant AdviserGo. The date modified will reflect the date your clients made their latest changes.
To view the client plan, click on the name. 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.