Assigning an adviser to a client

Assign one or more advisers from your organisation to any client. Adviser assignments determine who is associated with the client and who is pre-selected when scheduling meetings.

Automatic assignment on creation

When you create a client, you are automatically assigned as an adviser on that client. No manual step is needed.

Assigning additional advisers

To assign another adviser to a client:

1. Open the client profile
2. In the Client Information panel, find the Advisers section
3. Click Assign Adviser
4. Search for and select the team member you want to assign
5. Confirm

Each adviser can only be assigned once per client. If you try to assign someone who is already linked, Prospo will notify you.

Removing an adviser from a client

To remove an adviser assignment:

1. Open the client profile
2. In the Advisers section, find the adviser you want to remove
3. Click the remove icon next to their name and confirm

Removing an adviser does not delete any meetings, file notes, or other content they created for that client.

Multiple advisers

A client can have more than one adviser assigned — useful for practices where clients are shared across team members. Each assigned adviser can access the client record, schedule meetings, and generate file notes.