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A client is a person, couple or business your firm works with. Each client has their own portal, checklist, documents, accounts and message thread.

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Add a client

1

Open New client

Go to Clients and select New client.
2

Fill in the details

  • Client name and Email are required.
  • Second person is optional. Enter a name, for couples.
  • Checklist to send: pick one of your checklists, or No checklist.
3

Choose whether to invite now

  • With Send invite now on, select Add and invite. The client gets an email from your firm.
  • With it off, select Add client. You can invite them later.
The person who adds a client becomes the client’s advisor.
Select Preview portal in the New client dialog to see the portal your client will get.

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Invites

The invite email comes from your firm, as “Your Firm via Redbark”. Its button opens the client’s portal.
  • An invite link works once.
  • An invite link is valid for 14 days.
  • After that, the client signs in with their email and a code. See Client portal.

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Send or resend an invite

  • For a client you haven’t invited, select Invite at the top of their page, or Send invite in the row’s ”…” menu on the Clients list.
  • For a client who hasn’t joined yet, select Resend invite in the ”…” menu.
Each new invite replaces the last one. The old link stops working. To share the link yourself, open the row’s ”…” menu on the Clients list and select Copy invite link. Then select Copy new link. The link sent before stops working, and a new one is copied for you.

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The Clients list

The list shows every active client with these columns: Select the column headings for Client, Last activity or Net worth to sort. Use Search clients to find someone by name. Select My clients to show only the clients you look after.

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Statuses

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Pin a client

Pinned clients show under My clients in the sidebar. To pin, hover a row and select the pin, or choose Pin to sidebar in the client’s ”…” menu.

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The client page

Select a client to open their page. The header shows their name, contact details and net position. The buttons at the top:
  • Message: opens the Messages tab.
  • Request: ask for A document, Answers to questions or Bank connections, or send A checklist. See Checklists.
  • Invite: shows instead of Request until the client is invited.
  • ”…” menu: Edit details, Pin to sidebar, Resend invite, Export a report and Remove client.

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Tabs

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Edit a client

Open the client’s ”…” menu and select Edit details. Change the Client name and select Save.

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Remove a client

1

Open the menu

Open the client’s ”…” menu and select Remove client. Or use Remove in the row’s ”…” menu on the Clients list.
2

Confirm

Select Remove.
What happens:
  • The client loses access to their portal.
  • Their invite links stop working.
  • Their documents and messages are kept.
  • They leave the Clients list.
  • They no longer count toward your plan’s client limit.
You can’t undo removing a client in the app.

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Client limit

Your plan includes up to 20 active clients. Removed clients don’t count. When you reach 20, you can’t add another until you remove one. See Billing.