Click Add new in the top-left corner and select New Client. Enter their name and, if you have it, their email address - a client needs a name or an email, not both. For couples, create a record for each person, then put them in a client group. Do not merge two different people - merging is only for duplicates of one person. See Create, group, merge or split client records.

Email addresses are unique across your firm, so a client with that address already exists. If you cannot see them, they are a Private client on another adviser's list. Your Account owner can see every client and tell you who advises them - ask to be added under Advised by rather than creating a second record.

Go to Clients, find the duplicate, click the three-dot menu, and select Merge. Search for the target record and confirm. All meetings, uploads, and emails from both records are combined into one profile. Merging is permanent and cannot be undone - verify both records before confirming. See Create, group, merge or split client records.

You don't need to create a second record or merge anything. Open the client's profile, click their existing email address, type the second address, and click Add email. Both addresses are then tied to the one client, and emails from either will appear in their Emails tab.

Merging is only for tidying up a single person who has ended up with two separate records.

Yes. Prepare an .xlsx file (10 MB max) with a column for client name and, where you have them, email addresses. Go to Clients > Upload client list, select the file, and confirm. Columns are detected automatically. The person who uploads the list becomes the adviser on the clients it creates, so each adviser uploads their own list. See Bulk upload your client list.

Hover over the contact, click the three-dot menu, and select Not a client. To reduce non-clients appearing in the first place, use the personal events filter on the Meetings tab - click the filter icon and toggle off Personal Events. To bring a contact back, open the same three-dot menu on that contact and select Mark as a client. See Manage your client list.

Open the meeting, click the attendee icons at the top, click Add a Client, and search for the client. Tagging works retroactively - you can tag any past meeting at any time. If the client doesn't exist yet, create them on the Clients page first. Client tagging is done on the web app, not the mobile app. See Add or remove clients on a meeting.

Yes. Open the meeting, click the attendee icons at the top, and remove the client. This works for calendar-sourced meetings too - the tag stays removed after the next calendar sync, and you do not need to change the calendar invite. See Add or remove clients on a meeting.

The Overview tab is auto-generated and changes by record type. A group profile shows its Members. An individual profile shows contact details and any linked Groups. Both show insight widgets when relevant data exists, such as assets and liabilities, risk profile, opportunities, milestones, products advised on, potential gaps, life stage, and advice provided. You can't manually edit the generated overview. Update the underlying meeting, note, file, email, or document and it will regenerate. See The Overview tab: summary and widgets.

Not currently. As a workaround, you can copy and paste the overview text into a document.