Your clients in LifeNumber can have stories, which are made up of chapters. Each chapter is a survey/questionnaire. As you work through each chapter with your client, you build a picture of who they are - what's important to them, where they want to be both personally and professionally, how they feel their business is performing etc. - this gives you your client's story.
At this time, clients do not have access to LifeNumber so you will need to use the app to generate a hyperlink to the chapter you want your client to take a look at. You can then copy and paste this link to your client, via an email or instant messenger.
Please note: if you wish to test the chapter on yourself first, you will not be able to submit anything if you are logged in as an adviser. If you wish to test a chapter on yourself, please paste the link into a new incognito or private window. If the tick box to confirm your answers and the send button are missing from the end of the survey, then you are logged in.
You can see a quick overview of your client's progress in their story in your client list. Progress is indicated by a coloured tick next to their name:
A grey tick means no hyperlink to a chapter has been created, so a client has not been sent anything
An orange tick means the hyperlink has been generated, but the chapter has not been completed
A green tick means the client has completed a chapter
These coloured ticks carry through to where you view your client's story.
To view your client's story, click on their name in the client list.