Here you will find the best way to set a client review in Advicefront.
Follow this step-by-step on how to set up a client review date:
Access the client's profile, click the client settings menu, and then click on set following client review.
Choose the date of the client's review.
You can filter your clients by client review date, and you'll be notified of the upcoming reviews.
For more information, please visit our official website or contact our support team at support@advicefront.com.