Clients & Journeys
- A Client's Journey
- Your Clients List
- Adding a New Client
- Journey - Overview
- Journey - Notes
- Sending resources
- Start a New Paperwork
- Sharing a Client Profile
- Add a Contact (Spouse, Family Member, etc)
- Transfer a Journey
- Labels Overview
- Client Status
- Why do I need to 'request access' for my client's information?
- Editing a client profile