Guest check-in
Open the guest check-in form when a guest arrives at the office.
Open guest check-in ↗EPIC WEALTH PROTECTION
Guests, attendance, and office operations.
Use your EPIC administrator account. Agents can continue using EPIC Today without logging in.
First time? Use your private administrator setup link.
Start with today’s guests and attendance, or choose an office task below.
Open the guest check-in form when a guest arrives at the office.
Open guest check-in ↗Review expected guests, arrivals, agents signed in, and office totals for each BOM.
Test notifications on your phone, then send announcements or activate BOM reminders.
See who has finished setup, add people, and remove access.
HighLevel and Google Sheets use their own account access.