To set up your client preferences, log in to your dashboard. From here, click ‘Branches’ from the left-hand navigation.
For the branch you want to set up client preferences for, select ‘Actions’ on the right-hand side of that branch. From the dropdown select ‘Manage branch’, taking you to the branch editing page.
Here, select ‘Expertise’ from the top of this page, and you can add the advice you offer.
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