Use this space to make notes for this client’s profile, topics you want to discuss before finalizing the HelloLife program or to keep detailed notes about each client meeting.Keep in mind these notes can only be seen or retrieved by you.
This is a good point to get the information needed to complete the HelloLife enrolment form such as social insurance or driver’s license numbers.
There are no video guides available for this part of the HelloLife planner.
Continue your session by choosing OK.
The planner logs you out after 25 minutes of inactivity to protect personal financial information.
