The links to send clients, and the team's portals.
A brief intro call — they say what they'd like to cover and pick a time.
A short form about them and any trusts or businesses, then they book the call.
For Wynguard-referred clients — books the call and invites James Fox.
They pick one of Corinne's times and pay by card before it's booked. Non-refundable; can be rescheduled or applied as a credit.
Our CRM: Today, Contacts, Tasks, Season Ops, Presentations and Diagrams.
The public site's admin: trust accounting, bookkeeping and client records.
