Adding Clients, • 09/12/2024 Equigate Pro "How to" - Create a guest client Previous Equigate Pro "How to" - Invite a client to connect with you and your connection code Next Equigate Pro "How to" - Add documents to a clients profile You Might Also Like Equigate Pro "How to" - Add items to your resources library Equigate Pro "How to" - Set a reminder for your client at the end of an appointment Equigate Pro "How to" - Add a voice note to your reports Equigate Pro "How to" - Dictate your notes on your reports Equigate Pro "How to" - Add a video to your reports
Adding Clients, • 09/12/2024 Equigate Pro "How to" - Create a guest client Previous Equigate Pro "How to" - Invite a client to connect with you and your connection code Next Equigate Pro "How to" - Add documents to a clients profile You Might Also Like Equigate Pro "How to" - Add items to your resources library Equigate Pro "How to" - Set a reminder for your client at the end of an appointment Equigate Pro "How to" - Add a voice note to your reports Equigate Pro "How to" - Dictate your notes on your reports Equigate Pro "How to" - Add a video to your reports
