Dashboard - first visit



So you have upgraded from the questionnaire to the dashboard or spreadsheet, now what do you do?


This post is a summary of some of the things you can do now that you are here.





If you want the client to complete all of the information, including uploading all of the attachments from the start you can do that too. Have a look at the instructions for choosing which sections to send to your client here.


If you need to send your client some instructions to tell them how to get started using the client intake questionnaire, we have provided those here.


Financial separation simplified.

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