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Beegle charges a monthly subscription for each active client group. Following are the details of how the subscription is implemented.  For details on managing subscriptions, please refer to this guide.  Active vs Dormant Client Groups Simply, an active clie...

Following are the details to manage your organisation's client group subscriptions.  Only users with administration privileges will be able to manage or view subscriptions.  Viewing all Subscriptions You can view a list of all client groups and their subscr...

Following are the details for managing payment details for an organisation.  Only users with administration privileges will be able to manage or view subscriptions.  When are Details Required As Beegle allows two free sample client groups, an organisation i...

Invoices can be viewed at on the 'Billing & Subscriptions' page within Beegle, or on your Stripe portal. 

Licensee details are managed by Beegle. If your licensee is not on the list of options available: Select the '____' licensee as a temporary solution.  Contact us and let us know who your licensee is.  We will add your licensee to the database and inform y...

Licensee details are managed by Beegle. If you notice your licensee details are incorrect or out of date, please let us know through this form. 

When deleting a client group, which is still within the commitment period, all underlying data will be permanently deleted immediately. However, the client group record itself will remain and cannot be deleted until the end of the commitment period.  At the t...

A list of users can be access by following the below steps. Although all users are visible to each other, only those with administration privileges will be able to edit or manage others. 

Description This dashboard displays progress towards a client's goals. More specifically, the progress at a point in time rather than the ultimate end point. That is, it indicates whether the client is on track to achieve a goal or not compared to the proje...

Description This dashboard has two tabs: Next steps Lists, in date order, anything that needs to be addressed for the client group.  Includes goals, key dates, expiring beneficiary nominations, loan terms changing, annuities maturing and strategies to ...

Beegle recommends adopting a naming convention for client groups. This will make it easier for users to locate a particular client group.  Beegle recommends following the below naming convention, which takes into account that the app often sorts client groups...

Although Beegle has stringent data storage and app access policies, users can further protect client personal information by the way it is entered into Beegle.  Based on this Beegle suggest not storing full account numbers for clients. Beegle's recommendation...