Once you have clients in Slant, you can perform a wide range of actions to manage their information, communicate with them, and track their activities. This guide covers all the actions available on client pages.

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Quick actions

The client header provides quick access to the most common actions. You can also use the chat to perform any of these actions.

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Send email

1

Click the 'Send email' button in the top-right corner of the client page.

2

Compose your email with subject, body, and recipients.

3

Click 'Send' to deliver the email.

Emails sent through Slant are automatically tracked and stored in the client’s email history.

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Create task

1

Click the 'Add task' button in the top-right corner.

2

Enter task details including title, description, due date, and assignee.

3

Click 'Create task' to save.

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Add note

1

Click the 'Add note' button in the top-right corner.

2

Enter the note content.

3

Notes auto-save as you type and are retained for compliance.

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Start project

1

Click the dropdown menu (three dots) in the top-right corner.

2

Select 'Start project' from the menu.

3

Choose a project template and choose a project name.

4

Click 'Create project' to begin.

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Client classification and organization

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Set client tier

Client tiers help you prioritize and organize your client base. To set a client tier, click on the tier field in the client header and select a tier from the dropdown.

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Add tags

Tags help you categorize and filter clients. You can add up to 5 tags to a client. To add a tag, click on the tag selector in the client header and select an existing tag or create a new one. Alternatively, you can also ask chat to add a tag to the client.

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Update client information

To update client information, click on Household in the right sidebar. You can update the client’s name, email, phone number, address, and other information, as well as add household members. If you want to add a custom field, navigate to the Client table, click the + Add column button, click Create custom field, and add the field name and type.

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Add comments

You can add comments to a client record to track conversations and decisions. To add a comment, click on the Comments tab in the right sidebar and click the + Add comment button.

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Annual review process

To configure your annual review process, first navigate to Book settings from the settings menu. First, you’ll configure your review strategy. You can configure the frequency of the review and adjust the frequency based on the client’s tier. When you click Calculate review dates, the system will automatically calculate the review dates for all clients based on the review frequency and the client’s tier. The annual review process automatically:
  • Schedules the review meeting
  • Creates preparation tasks
  • Generates follow-up items
  • Tracks review completion
You can always manually adjust the client’s review dates. The client header will show the next review date for the client. Click on the review date to:
  • View review history
  • Schedule the next review
  • Update the review cadence