Managing your Client Roster is simple and quick with Stir Pro!
- You can check on a Client’s onboarding status and bank account connect status from the Client tab by clicking on their name.
- To remove a Client from your Roster, switch to Manager Access, navigate to the Settings tab in your Client's dashboard, scroll down to the “Managers” section — and click the
- There are two ways to add a client to Stir, through Splits and Settings. Both ways require you only to enter your client's email. For more information visit How do I invite my Clients to Stir?
Boom. Client roster managed!