The FrontDesk App allows your clients to complete Request Information tasks and Onboard their account while they are in the office.
The first page of the FrontDesk App is the login page. Only employees with the Firm Administrator or Firm FrontDesk role can log in to the FrontDesk App.
Enable Touch ID to expedite future logins.
Once the firm employee is logged in, they can search for a client, select their contact, and hand the iPad to the client to complete Request Information tasks, or Onboard their account.
There are 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.
Client Tasks displays outstanding tasks for the client to complete on the FrontDesk 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.
For an article on how to assign Firm Admin role search for: How to Assign Firm Admin Role (Privileges)