How do I add my clients? (STEP 5)
Once you have completed your Practice Profile (steps 1-4) you can now start to add your clients. You will need ...
I have multiple clients. Do I have to manually enter each one separately?
No, you can import client data from a csv file. From the ‘My Clients’ page you can simply click on ...
Can I upload details for multiple clients at once?
Although some practices have many clients most IAB Supervised members provide services for a relatively small number. A facility to ...
Is it mandatory to upload clients’ letters of engagement and ID’s, or is it a personal choice if we would like to store our documents there?
Yes, as these are documents that are required by us then it is mandatory that you upload them. ...
When inserting my clients’ details, I cannot find the service I offer them in the list displayed?
Ensure that you have selected all relevant services when completing your Practice details. The service details in this section feed ...
I have multiple clients – do I have to manually enter each client separately?
No, you can import client data from a csv file. From the ‘My Clients’ page you can simply click on ...
I have added one of my clients’ details, but it is showing as high risk and I don’t think they are. What should I do?
If a risk rating is different to expected this needs exploring further by the member in the first instance as ...