Clients Admins can assign “advisors” to handle clients. Alternatively, clients are also allowed to choose their preferred advisor once they have been onboarded.  It lets them go to a special page where they can see and manage important info about clients. This includes things like the client’s name, company name, date, assigned advisor, status, action… Continue reading cs-client-flow-2


Advisor Panel Dashboard Post Expiration Creators can set expiration periods for their posts, allowing them to control the visibility and relevance of their content over time. Interactive Polls Creators can engage their audience through interactive polls, encouraging participation and gathering valuable feedback. Schedule Posts This feature allows creators to schedule posts in advance according to… Continue reading cs-client-flow-1