Adding clients in XBert now kicks off a guided 3-step wizard that helps you get them set up correctly from day one. You can assign team members to roles, add clients to active schedules, and add them to client groups - all in one flow, immediately after adding a client (or a batch of more than one).
Each step is optional, so you can skip any part if it’s not needed.
You can apply your selections to all roles or clients by clicking Apply to all, or clear the assignments by clicking Deselect all in the columns.
In Step 1 (Assign Roles) and Step 3 (Add to Groups), you can add, edit or remove Roles and Client Groups directly in the wizard, just as you would in Settings.
Note: Any changes you make here are saved immediately and are permanent.
Closing the wizard or clicking Cancel will not undo them. For example, if you delete a role in the wizard and then exit without finishing, that role will still be deleted.
There are two ways to open the wizard
Note: The Client Wizard is visible for admin users only.
1. Automatically when you add a client
The wizard opens on its own after you finish adding a new client(s). It jumps straight to your newly added client(s) so you can set them up right away.
2. Manually from Client Insights
You can also run the wizard any time from Client Insights. Click the zig-zag icon in the top right to open it across your full client list.
To access the Client Wizard from Client Insights:
Navigate to Clients Insights from the side navigation
Click the Actions Menu (zig zag icon) in the top right corner
Select Client Wizard from the dropdown menu
Step 1: Assign Roles
Assign team members to each client's roles.
Each row is a client, each column is a role
Click a cell to choose who handles that role for that client
Leave a cell blank to skip assigning that role
Note: If you click Cancel at any point, none of the assignments will be saved.
Step 2: Add to Schedules
Add clients to your recurring template schedules (e.g. monthly BAS, quarterly review). This step makes sure each client is included in the right work cycles.
Each row is a client, each column is a schedule
Tick the box to assign a client to that schedule
Schedules are grouped by their template - click a group name to collapse or expand it
Step 3: Add to Groups
Organise clients into groups so you can filter and manage them easily (e.g. by industry, service type, or partner).
Each row is a client, each column is a group
Tick the box to add a client to that group
Finishing up
Click Finish to save all your changes across all three steps.
A summary screen will confirm what was set up, then close automatically after a five seconds.