Adviser Admin Panel — Annetts & Orchard

Configuration

Questionnaire URL

The hosted URL of the questionnaire file. Used to build client invite links.

✓ Saved

Advisers

Results from completed questionnaires are emailed to the adviser assigned to each client. Add all advisers below.

Name	Email
No advisers added yet.

Adviser name

Adviser email

Send client invite

Fill in the client details, choose their adviser, then send them a personalised invite email containing their unique questionnaire link.

Client full name

Client email

Reference / case no.

Adviser

Client's unique link

✓ Copied to clipboard ✓ Invite email sent to client ⚠ Failed to send — check your internet connection or contact support

Invite history

Client	Reference	Email	Adviser	Date	Status	Link
No invites sent yet.