The first page of the Front Desk App is the login page. Only employees with the Firm Administrator or Firm Front Desk role can log in to the Front Desk App. Enable Touch ID to expedite future logins. Once logged in, the firm employee searches for the client in the office, selects their contact, and hands the iPad to the client.
There are the following five tabs in the Front Desk App: Client Address, Phone, Email, Onboarding, and Client Tasks.
The Client Address tab enables the client to view and edit their contact and account addresses.
The Phone tab enables the client to view and edit the phone numbers associated with their contact.
The Email tab enables the client to view and edit the emails associated with their contact. The client is not able to edit their primary email address; only the firm can edit the primary email for the contact.
The Onboarding tab enables the client to onboard their accounts with the same screens that are displayed with onboarding tasks.
Client Tasks displays outstanding tasks for the client to complete on the Front Desk App.
When the client is finished, be sure they are logged out to prevent any other clients in the firm from accessing another client’s contact information in the Front Desk App. A firm employee must be present to log back into the Front Desk App when the client is finished.