video1.0<iframe src="https://www.loom.com/embed/09997636a36a46d19f469a5f465fb158" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/09997636a36a46d19f469a5f465fb158-6fb6b6e12e380b57.gif69.761In this video, I explain how you can access an advisor's meetings, clients, and outputs as an admin in Marlowe. I walk you through two main ways to view an advisor's calendar: first, by navigating to the Meetings tab and selecting the advisor from the drop-down menu, and second, through the Client View by searching for clients and checking their meeting history. This will allow you to see past, present, and upcoming meetings, as well as any documents prepared for those clients. Please make sure to familiarize yourself with these features to enhance your oversight capabilities.