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