Resources, Guides, And Frequently Asked Questions

Use our easy to follow guides to help you understand and navigate our program.

Guides

Make An Introduction Guide
Make An Introduction Guide
All About Waivers Guide
All About Waivers Guide
How To Invite An Impact Maker Guide
How To Invite An Impact Maker Guide
Client Portal Guide
Client Portal Guide
How to Access Carlson Group Chat
How to Access Carlson Group Chat

FAQs

Do I need an account to use the client portal or join the group chat?
Do I need an account to use the client portal or join the group chat?
How do I get my login credentials for the client portal and group chat?
How do I get my login credentials for the client portal and group chat?
How and when will I receive program updates?
How and when will I receive program updates?
Why is an account required, and what can I expect?
Why is an account required, and what can I expect?
Who do I contact for login or access issues?
Who do I contact for login or access issues?
Email for Help
Email for Help