{"id":2431,"date":"2022-09-09T12:53:17","date_gmt":"2022-09-09T12:53:17","guid":{"rendered":"https:\/\/www.bgwealth.co.za\/?page_id=2431"},"modified":"2022-11-11T07:58:54","modified_gmt":"2022-11-11T07:58:54","slug":"book-management-dash","status":"publish","type":"page","link":"https:\/\/www.bgwealth.co.za\/?page_id=2431","title":{"rendered":"Book Management Dash"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"2431\" class=\"elementor elementor-2431\" data-elementor-settings=\"[]\">\n\t\t\t\t\t\t\t<div class=\"elementor-section-wrap\">\n\t\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1231b8f elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1231b8f\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-711a3ba\" data-id=\"711a3ba\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ccc53b5 elementor-widget elementor-widget-spacer\" data-id=\"ccc53b5\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-f763a5a elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"f763a5a\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-08e0a21\" data-id=\"08e0a21\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-e7311a3 elementor-widget elementor-widget-heading\" data-id=\"e7311a3\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Charl Greyling Financial Advisor Client Management Portal<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-37101e0 elementor-widget elementor-widget-spacer\" data-id=\"37101e0\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e9cdc4a elementor-align-center elementor-widget elementor-widget-button\" data-id=\"e9cdc4a\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1_DIl82FrGmpiAhYhG2bjAJlKRIOLY5QtTg5RvqcIEA4\/edit?usp=sharing\" target=\"_blank\" class=\"elementor-button-link elementor-button elementor-size-xl\" role=\"button\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-text\">YOUR TO-DO LIST<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-b0ef8ae elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"b0ef8ae\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-d810e68\" data-id=\"d810e68\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-85d7ae7 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"85d7ae7\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1dSzl4e3NQnPb_y8fp8Bt3GO3XINGpCF3sHspK8jzk9g\/edit?usp=sharing\" target=\"_blank\" class=\"elementor-button-link elementor-button elementor-size-xl\" role=\"button\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-text\">View Client list<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-806e6de elementor-align-center elementor-widget elementor-widget-button\" data-id=\"806e6de\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1P9khzbZuJl9459D2PEfiknK_3Blj8jIV63810jE11YQ\/edit?usp=sharing\" target=\"_blank\" class=\"elementor-button-link elementor-button elementor-size-xl\" role=\"button\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-text\">View non reintermediated client list<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4edac87 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"4edac87\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a href=\"https:\/\/docs.google.com\/forms\/d\/e\/1FAIpQLSehfZbs3px-nWF3hMz9JuRxUZaJRtWyU5Onr5onBAZK6dzHrQ\/viewform\" target=\"_blank\" class=\"elementor-button-link elementor-button elementor-size-xl\" role=\"button\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-text\">New Business Lead<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-b22745b\" data-id=\"b22745b\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-c2cb820 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"c2cb820\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a href=\"https:\/\/app.10to8.com\/diary\/mxsoyljafwszyacqnp\/#\/calendar\/?timezone_mode=organisation\" target=\"_blank\" class=\"elementor-button-link elementor-button elementor-size-xl\" role=\"button\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-text\">Book Appointment <\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c7cda82 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"c7cda82\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a href=\"https:\/\/aol.astutefse.com\/Online\/account\/login?ReturnUrl=%2fonline\" target=\"_blank\" class=\"elementor-button-link elementor-button elementor-size-xl\" role=\"button\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-text\">Do ASTUTE<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1658938 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"1658938\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a href=\"https:\/\/docs.google.com\/forms\/d\/e\/1FAIpQLSfiaXJHQOf3OF8zIvQX3PyqZLJpBcE6ZQP5pkNHO5OhUxV1UA\/viewform\" target=\"_blank\" class=\"elementor-button-link elementor-button elementor-size-xl\" role=\"button\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-text\">Request from charl<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-4ed8379 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"4ed8379\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-43f0d2f\" data-id=\"43f0d2f\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-f42e9aa elementor-align-center elementor-widget elementor-widget-button\" data-id=\"f42e9aa\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a href=\"https:\/\/docs.google.com\/forms\/d\/e\/1FAIpQLScExWm_mlnC6YfdVwxp6-K5gXmvb7yWHRwMQLq4GxcoJM-jfg\/viewform\" target=\"_blank\" class=\"elementor-button-link elementor-button elementor-size-xl\" role=\"button\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-text\">Daily Target Tracker<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-45cdd6d elementor-align-center elementor-widget elementor-widget-button\" data-id=\"45cdd6d\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a href=\"https:\/\/www.bgwealth.co.za\/wp-content\/uploads\/2022\/11\/Grace-target-approach.xlsx\" target=\"_blank\" class=\"elementor-button-link elementor-button elementor-size-xl\" role=\"button\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-text\">Grace Target Approach<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-574fb18 elementor-widget elementor-widget-spacer\" data-id=\"574fb18\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d2b921b elementor-widget elementor-widget-heading\" data-id=\"d2b921b\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Your stats<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-3237711 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"3237711\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-ce2f619\" data-id=\"ce2f619\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-9cabe4c elementor-widget elementor-widget-html\" data-id=\"9cabe4c\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<iframe height=\"200\"\nsrc=\"https:\/\/docs.google.com\/spreadsheets\/d\/e\/2PACX-1vSE3uvjLwygKpxCrWlRgg8HGjZNVYvCpPV2IYv9pj07RMsN-oZk43ZX_cytvzmc2I_pzHod-zt0kOdp\/pubhtml?gid=13728795&amp;single=true&amp;widget=true&amp;headers=false\"><\/iframe>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<p>Hits: 0<\/p>","protected":false},"excerpt":{"rendered":"<p>Charl Greyling Financial Advisor Client Management Portal YOUR TO-DO LIST View Client list View non reintermediated client list New Business Lead Book Appointment Do ASTUTE Request from charl Daily Target Tracker Grace Target Approach Your stats Hits: 0<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_canvas","meta":{"pmpro_default_level":0,"footnotes":""},"class_list":["post-2431","page","type-page","status-publish","hentry","pmpro-has-access"],"_links":{"self":[{"href":"https:\/\/www.bgwealth.co.za\/index.php?rest_route=\/wp\/v2\/pages\/2431","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.bgwealth.co.za\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.bgwealth.co.za\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.bgwealth.co.za\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bgwealth.co.za\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2431"}],"version-history":[{"count":91,"href":"https:\/\/www.bgwealth.co.za\/index.php?rest_route=\/wp\/v2\/pages\/2431\/revisions"}],"predecessor-version":[{"id":2728,"href":"https:\/\/www.bgwealth.co.za\/index.php?rest_route=\/wp\/v2\/pages\/2431\/revisions\/2728"}],"wp:attachment":[{"href":"https:\/\/www.bgwealth.co.za\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2431"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}