ClickCease

Welcome back,

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👋

Invite your Clients to [BaaS]™
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Download CSV Template
{file name}
{file status}
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Confirm File Upload
Once confirmed, your clients will receive an email inviting them to the [BaaS]™ platform, tied to your affiliate link.  
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Active Reports
Clients
Client Business Report Status

All clients you have invited will be displayed here

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Business name
Customer name
Phone number
Email address
Date Added
Report status
{business name}
{Full name}
{{phone number}}
{email@email.com}
{Jan 11, 2050}
{[status}}
Your client list

All clients you have invited will be displayed here

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Customer name
Phone number
Email address
Date Added
{Full name}
{{phone number}}
{email@email.com}
{Jan 11, 2050}
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Your client list

All clients you have invited will be displayed here

Button Text
Customer name
Phone number
Email address
Date Added
Report status
{Full name}
{{phone number}}
{email@email.com}
{Jan 11, 2050}
Prev
1
2
3
4
5
Next
Client Business Report Status

All clients you have invited will be displayed here

Button Text
Business name
Customer name
Phone number
Email address
Date Added
Report status
{business name}
{Full name}
{{phone number}}
{email@email.com}
{Jan 11, 2050}
{[status}}
Prev
1
2
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5
Next

My Advisor Link

This is your unique link that can be shared with your clients individually, to invite them to the [BaaS]™ platform.

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Link Copied
Copy your advisor link to share with your clients and get credit for reports.