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Client Management & Payments

Manage clients, track payments, and monitor commissions

Total Clients
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Total Revenue
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Transactions
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All Logged Bookings / Sales

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Client → Advisor Requests

Clients pick a preferred advisor at signup or from their dashboard. The advisor has 24h to respond — after that (or if declined) you can reassign here.

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All Payments

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Advisor Commissions

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Deleted Clients (Recoverable)

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