A Guide is the client-facing deliverable that brings the household's reviewed data, planning results, recommendations, and your explanation into one place. Build and review Guides inside the client under Guides. Clients receive only the Guides you make visible under Overview in the portal, and they cannot edit the Guide layout.

This walkthrough takes you from choosing a starting point through the final visibility and portal-access checks.

Start with the client conversation, not the component list. Write down:

A short annual-review Guide and a detailed initial-plan Guide should not have the same structure. Include what helps the client understand and act.

Open the client and select Guides. The Guide selector can include built-in Kerdora Guides, practice templates, and Guides created only for this client.

To make an editable practice copy of a built-in Guide, open Templates, select the built-in template, and choose Edit a copy. You can also use Duplicate template from its row on the Templates page.

Components live in rows. You can add a row, place compatible components side by side, drag rows or components to reorder them, change row proportions, and remove a component without deleting its source data.

Select Open settings on a component to review its available scope, labels, fields, statuses, or presentation choices. A component can be accurate but still misleading if it includes the wrong accounts, Goal, category, period, or scenario.

Charts and tables rarely answer the client's full question by themselves. Add concise text that explains what the client is seeing, which assumption matters, what the result does and does not mean, what you recommend, and what happens next.

Avoid presenting projections as guarantees. For example, the Retirement projection follows the selected assumptions; it is not a Monte Carlo probability of success.

The client editor uses explicit save controls.

Use Save for this client only when you started from a template but want a standalone Guide for this household. Kerdora asks you to name it, creates the client Guide, makes it visible to the client immediately, and selects it as the current Guide.

This action does not make the new Guide the Client default. Set the default separately if it should open first.

Use Save guide when you are editing a Guide that already belongs to the client.

Use Save as New Template when the layout should become a reusable practice template. Client-specific settings can make a layout ineligible for a general template.

Use Save Changes to Template only when you intend to update the owned practice template for every assigned client. Practice-template edits made directly under Templates save automatically and do not have a separate Save button.

For one household:

The visibility and default changes save immediately. Setting a Guide as the default also makes it visible. Hiding the current default from this one-client selector clears that default.

You can also review the same one-client visibility and default choices in the client's Plan Setup Guide step. Use Templates → Guides and Assign or Manage when you need to make a practice template visible for several households.

Review the Guide in display mode as if you were the client. Confirm:

Clients can mark a visible Change complete in a Guide. A Task shown inside a Guide is read-only; clients complete Tasks from My Tasks in the portal.

Manage portal access for each adult in Profile → Household or the Invite clients step in Plan Setup. Choose the onboarding route, select Copy Invite Link, and send the personal link through your normal communication channel. Kerdora copies the link; it does not send the invitation for you.

Once signed in, the client opens visible Guides under Overview. The client cannot edit the Guide layout or access the advisor's full planning workspaces.