Planner Portal - Clients/All Clients

There are two client list in the Planner Portal, one in the Company Section (All Clients) and one in the Planner Section (Clients). This is to allow companies with multiple planners or planners with para-planner support to assign clients to their team.

Clients are moved to a specific planner in two ways, through the planner link found in the Profile Section or by assigning manually in the Company > All Clients Section. You can see how this is done in this article.

In the Client Section the planner can:

Access Client Information

You can access a client's platform by clicking the 'Access' button on the client chart. You will then be prompted to signin again and will be able to see what information they have entered, build plans, and create reports.

Change Paid Status

If you are processing payments through the platform, client's will be marked paid automatically. But if you have created a client on the backend or onboarded a client who is paying off platform, you can make them as paid manually by opening up the Action column using the ">" arrow. Then find the client and move them from Unpaid to Paid by double clicking the drop down and selecting "Paid".

Change Trial Date

Default Trial length can be set at in both the Planner and Company profile, but if you want to extend/shorten the trial length for just one client, you can do so in the Actions Column. Open the column and find the client. Double click the Trial End Date and adjust the day/month/year.

Change Family Fit

If a prospective client has mistakenly been labeled a bad fit, this can be changed in the Company > All Clients Section, by clicking the > next to the Action heading and Changing 'Bad Fit' to 'Good Fit' in the Family Fit column.

Create a New Client

You can create client files manually in the Planner Portal to help client's onboard or to create sample clients for promotion. This can be done by clicking the Create New Client button

Export Entire Client List

You can export your client list by clicking the Export button. This will automatically download a .csv file.