How do I edit multiple clients?

Attention: Bulk edit of clients’ status has been removed for maintenance and will return in 2025

1. From your dashboard/landing page, press ‘clients’ to access the clients table.

2. Tick the tick-box next to each client to reveal the multi-action toolbar.

3. Press ‘edit clients’ in the multi-action toolbar

4. Update clients’ statuses and/or adviser assignments

5. Press ‘save’.