# Headers
Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}
Content-Type: application/json
Accept: application/json

# Payload
{
  "Client": [
    {
      "email": {
        "type": "string",
        "example": "gareth@codepotato.co.uk",
        "required": false,
        "description": "Email address"
      },
      "phone": {
        "type": "string",
        "example": "443330509960",
        "required": false,
        "description": "Phone number"
      },
      "title": {
        "type": "string",
        "example": "Mr",
        "required": false,
        "description": "Title"
      },
      "value": {
        "type": "integer",
        "example": 500000,
        "required": false,
        "description": "The value of the client in penny format. E.g £5,000 would be 500000."
      },
      "gender": {
        "type": "string",
        "example": "Male",
        "required": false,
        "description": "Gender. Possible values are: male, female, non-binary, transgender, intersex, other and unknown"
      },
      "groups": {
        "type": "array",
        "example": [
          "f918c838-8166-4124-9331-feef69dcb57f",
          "086d9f4d-3265-4fd7-b17d-2928956d5cbd"
        ],
        "required": false,
        "description": "Group UUIDs to sync client to."
      },
      "height": {
        "type": "integer",
        "example": 186,
        "required": false,
        "description": "The height of the client in centimeters."
      },
      "weight": {
        "type": "integer",
        "example": 220,
        "required": false,
        "description": "The weight of the client in pounds."
      },
      "address": {
        "type": "array",
        "example": {
          "county": {
            "type": "string",
            "example": "Hampshire",
            "required": false,
            "description": "County"
          },
          "country": {
            "type": "string",
            "example": "United Kingdom",
            "required": false,
            "description": "Country"
          },
          "postcode": {
            "type": "string",
            "example": "PO7 7YH",
            "required": false,
            "description": "Postcode"
          },
          "address_1": {
            "type": "string",
            "example": "Work Address",
            "required": false,
            "description": "Name of the address"
          },
          "address_2": {
            "type": "string",
            "example": "Suite E, 5 The Briars",
            "required": false,
            "description": "Second line of the address"
          },
          "address_3": {
            "type": "string",
            "example": "Waterberry Drive",
            "required": false,
            "description": "Third line of the address"
          },
          "address_4": {
            "type": "string",
            "example": "The Innovative Centre",
            "required": false,
            "description": "Fourth line of the address"
          },
          "town_city": {
            "type": "string",
            "example": "Waterlooville",
            "required": false,
            "description": "Town/City"
          },
          "move_in_date": {
            "type": "string",
            "example": "2024-06-20",
            "required": false,
            "description": "Move in date"
          }
        },
        "required": false,
        "description": "Address"
      },
      "has_will": {
        "type": "boolean",
        "example": false,
        "required": false,
        "description": "Whether the client has a will or not."
      },
      "nickname": {
        "type": "string",
        "example": "G",
        "required": false,
        "description": "preferred nickname of the client"
      },
      "pronouns": {
        "type": "string",
        "example": "he/him",
        "required": false,
        "description": "Pronouns"
      },
      "last_name": {
        "type": "string",
        "example": "Thompson",
        "required": true,
        "description": "Last Name"
      },
      "ni_number": {
        "type": "string",
        "example": "AB 12 34 56 C",
        "required": false,
        "description": "National Insurance Number"
      },
      "first_name": {
        "type": "string",
        "example": "Gareth",
        "required": true,
        "description": "First Name"
      },
      "gift_notes": {
        "type": "string",
        "example": "Notes on the gifts.",
        "required": false,
        "description": "Notes on the gifts."
      },
      "will_notes": {
        "type": "string",
        "example": "Notes on the client's will.",
        "required": false,
        "description": "Notes on the client's will."
      },
      "deceased_at": {
        "type": "date",
        "example": "2025-04-22",
        "required": false,
        "description": "Date of death"
      },
      "inactive_at": {
        "type": "date",
        "example": "2025-04-22",
        "required": false,
        "description": "Inactive from date"
      },
      "is_deceased": {
        "type": "boolean",
        "example": false,
        "required": false,
        "description": "Denotes if the client is deceased"
      },
      "is_prospect": {
        "type": "boolean",
        "example": false,
        "required": false,
        "description": "Denotes if the client is a prospect or not."
      },
      "lead_source": {
        "type": "string",
        "example": "LeadGen Company",
        "required": false,
        "description": "Marks the lead source of the client"
      },
      "maiden_name": {
        "type": "string",
        "example": "Thompson",
        "required": false,
        "description": "Maiden Name"
      },
      "middle_name": {
        "type": "string",
        "example": "Alex",
        "required": false,
        "description": "Middle Name"
      },
      "status_uuid": {
        "type": "string",
        "example": "879f361e-52b1-408e-a4ea-a1e509c69708",
        "required": false,
        "description": "The status of the client."
      },
      "do_not_visit": {
        "type": "boolean",
        "example": false,
        "required": false,
        "description": "Denotes if the client can be visited"
      },
      "health_notes": {
        "type": "string",
        "example": "Notes on the client's health.",
        "required": false,
        "description": "Notes on the client's health."
      },
      "smoker_since": {
        "type": "date",
        "example": "2015-04-22",
        "required": false,
        "description": "The date of when the client started smoking."
      },
      "date_of_birth": {
        "type": "date",
        "example": "1975-04-22",
        "required": false,
        "description": "Date of birth"
      },
      "do_not_market": {
        "type": "boolean",
        "example": false,
        "required": false,
        "description": "Denotes if the client can be marketed to"
      },
      "is_vulnerable": {
        "type": "string",
        "example": "possibly",
        "required": false,
        "description": "whether the client is vulnerable.  Possible values are: \"yes\", \"no\", and \"possibly\""
      },
      "nationalities": {
        "type": "array",
        "example": [
          "British",
          "Romanian"
        ],
        "required": false,
        "description": "Nationalities of the client. You can use the api/v1/static/nationalities endpoint to get our list."
      },
      "pension_notes": {
        "type": "string",
        "example": "",
        "required": false,
        "description": "Notes on the pension"
      },
      "smoker_status": {
        "type": "string",
        "example": "non-smoker",
        "required": false,
        "description": "Smoker Status. Possible values are: smoker, non-smoker, vaper, ex-smoker, never-smoked, unknown"
      },
      "will_location": {
        "type": "string",
        "example": "",
        "required": false,
        "description": "Where is the will stored?"
      },
      "write_to_whom": {
        "type": "string",
        "example": "Gareth",
        "required": false,
        "description": "Marks the name of the client to write to"
      },
      "is_uk_domicile": {
        "type": "boolean",
        "example": true,
        "required": false,
        "description": "Whether the client is a UK domicile or not."
      },
      "is_uk_resident": {
        "type": "boolean",
        "example": true,
        "required": false,
        "description": "Whether the client is a UK resident or not."
      },
      "marital_status": {
        "type": "string",
        "example": "married",
        "required": false,
        "description": "Marital Status. Possible values are: single, cohabiting, married, divorced, civil-partnership, dissolved-civil-partnership, widowed, separated, engaged, in-relationship, other, unknown"
      },
      "will_executors": {
        "type": "string",
        "example": "",
        "required": false,
        "description": "Who are the executors?"
      },
      "passport_number": {
        "type": "string",
        "example": "123456",
        "required": false,
        "description": "The passport number of the client"
      },
      "cigarettes_daily": {
        "type": "integer",
        "example": 6,
        "required": false,
        "description": "The amount of cigarettes the client smokes a day."
      },
      "date_of_forecast": {
        "type": "date",
        "example": "2025-04-22T13:44:16+01:00",
        "required": false,
        "description": "What is the date of the obtained forecast"
      },
      "date_of_marriage": {
        "type": "date",
        "example": "2025-04-22",
        "required": false,
        "description": "Date of marriage"
      },
      "has_iht_planning": {
        "type": "boolean",
        "example": true,
        "required": false,
        "description": "Whether the client has Inheritance Tax (IHT) planning or not."
      },
      "is_will_accurate": {
        "type": "boolean",
        "example": true,
        "required": false,
        "description": "Does your current will reflect your wishes?"
      },
      "next_review_date": {
        "type": "date",
        "example": "2025-05-22",
        "required": false,
        "description": "Date of next review"
      },
      "will_poa_details": {
        "type": "string",
        "example": "",
        "required": false,
        "description": "Who are the Attorney’s?"
      },
      "has_gifted_family": {
        "type": "boolean",
        "example": true,
        "required": false,
        "description": "Whether the client has gifted the family."
      },
      "client_preferences": {
        "type": "string",
        "example": "Prefers telephone calls in the morning.",
        "required": false,
        "description": "Any client preferences."
      },
      "external_reference": {
        "type": "array",
        "example": {
          "reference": "AB123456",
          "third_party": "nucleus"
        },
        "required": false,
        "description": "A third-party external reference to attach when creating the model. The third party must be one of the following: adviser_office, aj_bell, be_iq_organisation, conquest, filehaven, finio, fundment, intelliflo_office, nucleus, parmenion, seccl, smartsearch, soderberg and transact_remuneration"
      },
      "first_contact_date": {
        "type": "date",
        "example": "2025-03-22",
        "required": false,
        "description": "The date of the first contact."
      },
      "iht_planning_notes": {
        "type": "string",
        "example": "Notes on the client's Inheritance Tax (IHT) planning.",
        "required": false,
        "description": "Notes on the client's Inheritance Tax (IHT) planning."
      },
      "introduced_by_uuid": {
        "type": "string",
        "example": "290c22db-2269-4d3c-aa97-6cd3ff4eef6f",
        "required": false,
        "description": "The UUID of the introducer for this client"
      },
      "residential_status": {
        "type": "string",
        "example": "settled",
        "required": false,
        "description": "Residential status"
      },
      "send_welcome_email": {
        "type": "boolean",
        "example": true,
        "required": false,
        "description": "Send an email on account creation and create a login"
      },
      "will_gifts_details": {
        "type": "string",
        "example": "",
        "required": false,
        "description": "Notes of gifts"
      },
      "will_last_reviewed": {
        "type": "date",
        "example": "2025-04-21",
        "required": false,
        "description": "The date of the last time the will's been reviewed."
      },
      "third_party_offered": {
        "type": "boolean",
        "example": true,
        "required": false,
        "description": "Whether the client has been offered any third party."
      },
      "checked_sanctions_at": {
        "type": "date",
        "example": "2025-04-22",
        "required": false,
        "description": "Date the client was checked for sanctions"
      },
      "country_of_residence": {
        "type": "string",
        "example": "United Kingdom",
        "required": false,
        "description": "Country of residence"
      },
      "long_term_care_notes": {
        "type": "string",
        "example": "Notes on the client's long term care.",
        "required": false,
        "description": "Notes on the client's long term care."
      },
      "previous_review_date": {
        "type": "date",
        "example": "2025-03-22",
        "required": false,
        "description": "Date of previous review"
      },
      "procedure_adaptation": {
        "type": "boolean",
        "example": true,
        "required": false,
        "description": "Whether any procedures need to be adapted to the client."
      },
      "state_retirement_age": {
        "type": "integer",
        "example": 60,
        "required": false,
        "description": "The state retirement age."
      },
      "will_bequests_detail": {
        "type": "string",
        "example": "",
        "required": false,
        "description": "Details of any Bequests"
      },
      "assigned_adviser_uuid": {
        "type": "string",
        "example": "6389e57a-ad41-44cb-846b-ea4e792624b6",
        "required": false,
        "description": "The UUID of the employee that the client directly reports to"
      },
      "has_power_of_attorney": {
        "type": "boolean",
        "example": true,
        "required": false,
        "description": "Whether the client has power of attorney."
      },
      "is_married_to_partner": {
        "type": "boolean",
        "example": true,
        "required": false,
        "description": "Denotes if the client is married to their partner"
      },
      "long_term_care_needed": {
        "type": "boolean",
        "example": false,
        "required": false,
        "description": "Whether the client required long term care."
      },
      "prospect_converted_at": {
        "type": "date",
        "example": "2025-04-22T13:44:16+01:00",
        "required": false,
        "description": "The datetime when the prospect was converted into a client."
      },
      "target_retirement_age": {
        "type": "integer",
        "example": 60,
        "required": false,
        "description": "Targest retirement age."
      },
      "vulnerability_details": {
        "type": "string",
        "example": "No vulnerabilities",
        "required": false,
        "description": "Any details regarding the client's vulnerabilities."
      },
      "adaption_details_notes": {
        "type": "boolean",
        "example": "Adaptation notes",
        "required": false,
        "description": "Any notes regarding adaptations"
      },
      "do_not_contact_via_fax": {
        "type": "boolean",
        "example": false,
        "required": false,
        "description": "Denotes if the client can be contacted via fax"
      },
      "do_not_contact_via_sms": {
        "type": "boolean",
        "example": false,
        "required": false,
        "description": "Denotes if the client can be contacted via SMS"
      },
      "anniversary_review_date": {
        "type": "date",
        "example": "2025-04-22",
        "required": false,
        "description": "Anniversary review date"
      },
      "current_state_of_health": {
        "type": "string",
        "example": "Fit and healthy",
        "required": false,
        "description": "The client's current state of health."
      },
      "do_not_contact_via_mail": {
        "type": "boolean",
        "example": false,
        "required": false,
        "description": "Denotes if the client can be contacted via mail"
      },
      "expected_retirement_age": {
        "type": "integer",
        "example": 60,
        "required": false,
        "description": "The expected retirement age."
      },
      "has_obtained_a_forecast": {
        "type": "boolean",
        "example": true,
        "required": false,
        "description": "Have you recently obtained a forecast"
      },
      "power_of_attorney_notes": {
        "type": "string",
        "example": "Notes on the client's power of attorney.",
        "required": false,
        "description": "Notes on the client's power of attorney."
      },
      "projected_state_pension": {
        "type": "integer",
        "example": 50000,
        "required": false,
        "description": "What is the projected State Pension"
      },
      "units_of_alcohol_weekly": {
        "type": "integer",
        "example": 28,
        "required": false,
        "description": "The units of alcohol digested weekly."
      },
      "do_not_contact_via_email": {
        "type": "boolean",
        "example": false,
        "required": false,
        "description": "Denotes if the client can be contacted via email"
      },
      "assigned_paraplanner_uuid": {
        "type": "string",
        "example": "1f8317ec-277b-402f-95f1-23f1c55d9b8b",
        "required": false,
        "description": "The UUID of the paraplanner employee that the client has been assigned"
      },
      "poa_attorney_appointed_at": {
        "type": "date",
        "example": "2025-04-22T00:00:00+01:00",
        "required": false,
        "description": "When were the Attorney’s appointed?"
      },
      "assigned_administrator_uuid": {
        "type": "string",
        "example": "84c59aff-b1c6-4b00-8080-029766e23aa2",
        "required": false,
        "description": "The UUID of the adviser employee that the client has been assigned"
      },
      "is_anticipating_inheritance": {
        "type": "boolean",
        "example": true,
        "required": false,
        "description": "Whether the client is anticipating/ expecting any inheritance."
      },
      "state_of_health_explanation": {
        "type": "string",
        "example": "Explanation of the current state of health.",
        "required": false,
        "description": "Explanation of the current state of health."
      },
      "are_poa_documents_registered": {
        "type": "boolean",
        "example": true,
        "required": false,
        "description": "Are the documents registered?"
      },
      "do_not_contact_via_telephone": {
        "type": "boolean",
        "example": false,
        "required": false,
        "description": "Denotes if the client can be contacted via telephone"
      },
      "is_poa_registered_epa_or_lpa": {
        "type": "string",
        "example": "epa",
        "required": false,
        "description": "Is the Power of Attorney Registered as a EPA or LPA"
      },
      "anticipating_inheritance_notes": {
        "type": "string",
        "example": "Notes on the client's inheritance anticipation/ expectations.",
        "required": false,
        "description": "Notes on the client's inheritance anticipation/ expectations."
      },
      "last_used_nicotine_products_date": {
        "type": "date",
        "example": "2024-04-22",
        "required": false,
        "description": "The date of the last time the client used nicotine products."
      },
      "is_in_receipt_of_your_state_pension": {
        "type": "boolean",
        "example": true,
        "required": false,
        "description": "Are you in receipt of your State Pension"
      },
      "are_poa_appointed_for_health_or_wealth": {
        "type": "string",
        "example": "health",
        "required": false,
        "description": "Are the Attorneys appointed for Health, Wealth or Both?"
      },
      "years_of_national_insurance_contributions": {
        "type": "integer",
        "example": 5,
        "required": false,
        "description": "How many years have you made Nation Insurance Contributions"
      }
    }
  ],
  "Employee": [
    {
      "role": {
        "type": "string",
        "example": "owner",
        "required": true,
        "description": "The role of the employee."
      },
      "email": {
        "type": "string",
        "example": "gareth@codepotato.co.uk",
        "required": false,
        "description": "Email address"
      },
      "phone": {
        "type": "string",
        "example": "443330509960",
        "required": false,
        "description": "Phone number"
      },
      "groups": {
        "type": "array",
        "example": [
          "413bddbb-f0ab-4890-ad66-71304026d31e",
          "5581225c-933a-4e67-8615-8f22036b2b7b"
        ],
        "required": false,
        "description": "Group uuids belonging to the firm."
      },
      "address": {
        "type": "array",
        "example": {
          "county": {
            "type": "string",
            "example": "Hampshire",
            "required": false,
            "description": "County"
          },
          "country": {
            "type": "string",
            "example": "United Kingdom",
            "required": false,
            "description": "Country"
          },
          "postcode": {
            "type": "string",
            "example": "PO7 7YH",
            "required": false,
            "description": "Postcode"
          },
          "address_1": {
            "type": "string",
            "example": "Work Address",
            "required": false,
            "description": "Name of the address"
          },
          "address_2": {
            "type": "string",
            "example": "Suite E, 5 The Briars",
            "required": false,
            "description": "Second line of the address"
          },
          "address_3": {
            "type": "string",
            "example": "Waterberry Drive",
            "required": false,
            "description": "Third line of the address"
          },
          "address_4": {
            "type": "string",
            "example": "The Innovative Centre",
            "required": false,
            "description": "Fourth line of the address"
          },
          "town_city": {
            "type": "string",
            "example": "Waterlooville",
            "required": false,
            "description": "Town/City"
          },
          "move_in_date": {
            "type": "string",
            "example": "2024-06-20",
            "required": false,
            "description": "Move in date"
          }
        },
        "required": false,
        "description": "Address"
      },
      "last_name": {
        "type": "string",
        "example": "Thompson",
        "required": true,
        "description": "The last name of the employee."
      },
      "first_name": {
        "type": "string",
        "example": "Gareth",
        "required": true,
        "description": "The first name of the employee."
      },
      "advice_type": {
        "type": "string",
        "example": "independent",
        "required": false,
        "description": "Employee's RMAR advice type"
      },
      "departments": {
        "type": "array",
        "example": [
          "paraplanner",
          "adviser"
        ],
        "required": true,
        "description": "The departments the employee is part of"
      },
      "inactive_at": {
        "type": "date",
        "example": "2025-04-22",
        "required": false,
        "description": "Inactive from date"
      },
      "next_review_date": {
        "type": "date",
        "example": "2025-05-22",
        "required": false,
        "description": "Date of next review"
      },
      "adviser_split_uuid": {
        "type": "string",
        "example": "030fe967-23a3-429e-8ffc-6c12b419c43a",
        "required": false,
        "description": "The uuid of the the adviser split that will be applied when this adviser adds charges"
      },
      "send_welcome_email": {
        "type": "boolean",
        "example": true,
        "required": true,
        "description": "Send an email on account creation and create a login"
      },
      "meeting_booking_url": {
        "type": "string",
        "example": "https://calendly.com/gareth-codepotato",
        "required": false,
        "description": "Employee's meeting booking URL"
      },
      "previous_review_date": {
        "type": "date",
        "example": "2025-03-22",
        "required": false,
        "description": "Date of previous review"
      },
      "assigned_adviser_uuid": {
        "type": "string",
        "example": "3e0731bc-4da2-4574-b29b-ccb0ec009e8c",
        "required": false,
        "description": "fb5b6385-31b3-4fd0-84e9-2d057a376c19"
      },
      "anniversary_review_date": {
        "type": "date",
        "example": "2025-04-22",
        "required": false,
        "description": "Anniversary review date"
      }
    }
  ],
  "Introducer": [
    {
      "email": {
        "type": "string",
        "example": "gareth@codepotato.co.uk",
        "required": false,
        "description": "Email address"
      },
      "phone": {
        "type": "string",
        "example": "443330509960",
        "required": false,
        "description": "Phone number"
      },
      "title": {
        "type": "string",
        "example": "Mr",
        "required": false,
        "description": "Title"
      },
      "groups": {
        "type": "array",
        "example": [
          "ce603331-a442-408c-8dd2-d693abcc5d81",
          "148532c3-c5d7-445d-9b32-891fb6479c89"
        ],
        "required": false,
        "description": "Group uuids belonging to the firm."
      },
      "address": {
        "type": "array",
        "example": {
          "county": {
            "type": "string",
            "example": "Hampshire",
            "required": false,
            "description": "County"
          },
          "country": {
            "type": "string",
            "example": "United Kingdom",
            "required": false,
            "description": "Country"
          },
          "postcode": {
            "type": "string",
            "example": "PO7 7YH",
            "required": false,
            "description": "Postcode"
          },
          "address_1": {
            "type": "string",
            "example": "Work Address",
            "required": false,
            "description": "Name of the address"
          },
          "address_2": {
            "type": "string",
            "example": "Suite E, 5 The Briars",
            "required": false,
            "description": "Second line of the address"
          },
          "address_3": {
            "type": "string",
            "example": "Waterberry Drive",
            "required": false,
            "description": "Third line of the address"
          },
          "address_4": {
            "type": "string",
            "example": "The Innovative Centre",
            "required": false,
            "description": "Fourth line of the address"
          },
          "town_city": {
            "type": "string",
            "example": "Waterlooville",
            "required": false,
            "description": "Town/City"
          },
          "move_in_date": {
            "type": "string",
            "example": "2024-06-20",
            "required": false,
            "description": "Move in date"
          }
        },
        "required": false,
        "description": "Address"
      },
      "last_name": {
        "type": "string",
        "example": "Stanton",
        "required": true,
        "description": "Last name"
      },
      "first_name": {
        "type": "string",
        "example": "Patrick",
        "required": true,
        "description": "First name"
      },
      "entity_name": {
        "type": "string",
        "example": "PatrickCo",
        "required": true,
        "description": "Entity/business name"
      },
      "inactive_at": {
        "type": "date",
        "example": "2025-04-22",
        "required": false,
        "description": "Inactive from date"
      },
      "next_review_date": {
        "type": "date",
        "example": "2025-05-22",
        "required": false,
        "description": "Date of next review"
      },
      "send_welcome_email": {
        "type": "boolean",
        "example": true,
        "required": false,
        "description": "Send an email on account creation and create a login"
      },
      "previous_review_date": {
        "type": "date",
        "example": "2025-03-22",
        "required": false,
        "description": "Date of previous review"
      },
      "assigned_adviser_uuid": {
        "type": "string",
        "example": "31bf52ff-893f-437e-b7ce-00de846f0d8b",
        "required": false,
        "description": "UUID of the account that this account reports to"
      },
      "anniversary_review_date": {
        "type": "date",
        "example": "2025-04-22",
        "required": false,
        "description": "Anniversary review date"
      },
      "charge_split_schema_uuid": {
        "type": "string",
        "example": "405ee1a3-52d6-4f34-84f4-471dc54ed7dc",
        "required": false,
        "description": "Charge split schema that is always used when adding a charge split for this introducer"
      }
    }
  ]
}

{
  "firm": {
    "tax": 17.5,
    "logo": "https://api.plannrcrm.com/images/plannr.jpg",
    "name": "Codepotato",
    "slug": "codepotato",
    "uuid": "d44582db-f9b5-4987-84c3-d054637c3b07",
    "county": "Hampshire",
    "billing": {
      "invoice_email": "gareth@codepotato.co.uk",
      "invoice_county": "Hampshire",
      "invoice_country": "United Kingdom",
      "invoice_postcode": "PO7 7YH",
      "invoice_address_1": "Suite E, 5 The Briars",
      "invoice_address_2": "Waterberry Drive",
      "invoice_town_city": "Waterlooville"
    },
    "country": "United Kingdom",
    "postcode": "PO7 7YH",
    "address_1": "Suite E, 5 The Briars",
    "address_2": "Waterberry Drive",
    "logo_icon": "https://api.plannrcrm.com/images/plannr-icon.jpg",
    "month_end": 25,
    "town_city": "Waterlooville",
    "created_at": "2025-04-22T13:44:16+01:00",
    "updated_at": "2025-04-22T13:44:16+01:00",
    "ip_whitelist": [
      "192.168.0.1",
      "127.0.0.1"
    ],
    "brand_colours": {
      "sidebar_text": "#ffffff",
      "sidebar_hover": "#0A0A42",
      "email_sub_text": "#ffffff",
      "sidebar_accent": "#36367E",
      "sidebar_active": "#53DBB8",
      "email_background": "#0E0E56",
      "email_button_text": "#ffffff",
      "sidebar_background": "#0E0E56",
      "sidebar_title_primary": "#FFC634",
      "email_button_background": "#36367E",
      "sidebar_title_secondary": "#ffffff",
      "sidebar_title_background": "#36367E",
      "email_logo_background_panel": "#36367E",
      "sidebar_title_secondary_hover": "#ffffff"
    },
    "is_subscribed": true,
    "regulatory_text": "Regulatory text",
    "addon_subscriptions": "App\\Http\\Resources\\Addons\\AddonSubscriptionResource",
    "statement_frequency": "monthly",
    "task_board_template": "App\\Http\\Resources\\Board\\BoardResource",
    "keep_deleted_files_for": 30,
    "welcome_paragraph_html": "<h1>Welcome.</h1>",
    "email_welcome_paragraph_html": "Welcome to Plannr!",
    "show_fact_find_illustrations": true
  },
  "name": "Gareth Thompson",
  "role": "client",
  "tags": [
    {
      "name": "Mortgage",
      "slug": "mortgage",
      "uuid": "c4ee8883-2c7d-42d6-b8ab-37eece2614dc",
      "colour": "#ef4582",
      "created_at": "2025-04-22T13:44:16+01:00",
      "updated_at": "2025-04-22T13:44:16+01:00"
    }
  ],
  "type": "client",
  "uuid": "e6c6c4a9-727c-4c5c-805d-86dc6661e481",
  "email": "gareth@codepotato.co.uk",
  "groups": [
    {
      "name": "finance",
      "slug": "finance",
      "uuid": "8f0b7ac9-e52e-4275-8216-a94a81e245ae",
      "created_at": "2025-04-22T13:44:16+01:00",
      "updated_at": "2025-04-22T13:44:16+01:00",
      "participants": {
        "name": {
          "example": "Gareth Thompson",
          "description": "Name of the account"
        },
        "role": {
          "example": "client",
          "description": "Role of the account"
        },
        "uuid": {
          "example": "05b1398b-0b6b-4606-aa29-64fec9937bd7",
          "description": "UUID of the account"
        },
        "email": {
          "example": "gareth@codepotato.co.uk",
          "description": "Email of the account"
        },
        "last_name": {
          "example": "Thompson",
          "description": "Last name of the account"
        },
        "first_name": {
          "example": "Gareth",
          "description": "First name of the account"
        }
      },
      "participants_count": "3"
    }
  ],
  "owners": [
    {
      "firm": "App\\Http\\Resources\\FirmResource",
      "name": "Gareth Thompson",
      "role": "client",
      "tags": "App\\Http\\Resources\\TagResource",
      "type": "client",
      "uuid": "e120074a-accb-41fa-96e2-a90a71815bad",
      "email": "gareth@codepotato.co.uk",
      "groups": "App\\Http\\Resources\\GroupResource",
      "owners": "App\\Http\\Resources\\AccountResource",
      "last_name": "Thompson",
      "created_at": "2025-04-22T13:44:16+01:00",
      "first_name": "Gareth",
      "updated_at": "2025-04-22T13:44:16+01:00",
      "with_login": true,
      "inactive_at": "2025-04-22",
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "introduced_by": "App\\Http\\Resources\\AccountResource",
      "primary_email": "App\\Http\\Resources\\ContactDetailResource",
      "can_be_deleted": "false",
      "assigned_adviser": "App\\Http\\Resources\\AccountResource",
      "next_review_date": "2025-04-22T13:44:16+01:00",
      "has_joint_account": true,
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "first_contact_date": "2025-04-22T13:44:16+01:00",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
      "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
      "joint_account_circle": "App\\Http\\Resources\\CircleResource",
      "ownership_percentage": 100,
      "previous_review_date": "2025-04-22T13:44:16+01:00",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "anniversary_review_date": "2025-04-22T13:44:16+01:00"
    }
  ],
  "last_name": "Thompson",
  "created_at": "2025-04-22T13:44:16+01:00",
  "first_name": "Gareth",
  "updated_at": "2025-04-22T13:44:16+01:00",
  "with_login": true,
  "inactive_at": "2025-04-22",
  "custom_fields": [
    {
      "name": "Favourite Drink",
      "type": "string",
      "uuid": "433422f8-922c-4ced-91ff-dd472a37aff2",
      "value": "Coffee",
      "help_text": "This is the client's favourite drink.",
      "reference": "favourite_drink",
      "created_at": "2025-04-22T13:44:16+01:00",
      "updated_at": "2025-04-22T13:44:16+01:00",
      "is_required": false,
      "selection_options": [
        "Coffee",
        "Tea",
        "Water"
      ]
    }
  ],
  "introduced_by": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "d320dbcb-6186-4160-8204-e1b5f9efc07e",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2025-04-22T13:44:16+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-04-22T13:44:16+01:00",
    "with_login": true,
    "inactive_at": "2025-04-22",
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "can_be_deleted": "false",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "next_review_date": "2025-04-22T13:44:16+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-04-22T13:44:16+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2025-04-22T13:44:16+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-04-22T13:44:16+01:00"
  },
  "primary_email": {
    "name": "Work number",
    "type": "phone_number",
    "uuid": "c2043580-2515-4925-bec0-1452a697d0f2",
    "value": "+443330903630",
    "accounts": "App\\Http\\Resources\\AccountResource",
    "created_at": "2025-04-22T13:44:16+01:00",
    "updated_at": "2025-04-22T13:44:16+01:00",
    "phone_number_meta": {
      "country": "GB",
      "formatted": "0333 090 3630"
    }
  },
  "can_be_deleted": "false",
  "assigned_adviser": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "808175b9-415c-49fa-9a44-85aefc91a73c",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2025-04-22T13:44:16+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-04-22T13:44:16+01:00",
    "with_login": true,
    "inactive_at": "2025-04-22",
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "can_be_deleted": "false",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "next_review_date": "2025-04-22T13:44:16+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-04-22T13:44:16+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2025-04-22T13:44:16+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-04-22T13:44:16+01:00"
  },
  "next_review_date": "2025-04-22T13:44:16+01:00",
  "has_joint_account": true,
  "current_time_entry": {
    "name": "Research",
    "uuid": "c1596b58-3630-4c92-94e8-13d003c85550",
    "account": "App\\Http\\Resources\\MinimalAccountResource",
    "end_date": "2025-04-22T13:22:16+01:00",
    "is_active": true,
    "trackable": "App\\Http\\Resources\\MinimalAccountResource",
    "created_at": "2025-04-22T13:44:16+01:00",
    "start_date": "2025-04-22T12:54:16+01:00",
    "updated_at": "2025-04-22T13:44:16+01:00",
    "description": "This is a description.",
    "trackable_type": "Client",
    "total_time_in_minutes": 28,
    "computed_time_elapsed_in_seconds": 1680
  },
  "first_contact_date": "2025-04-22T13:44:16+01:00",
  "external_references": [
    {
      "uuid": "dc4a7527-77b0-4577-91d8-a746e62fa05e",
      "reference": "AB123456",
      "created_at": "2025-04-22T13:44:16+01:00",
      "updated_at": "2025-04-22T13:44:16+01:00",
      "third_party": "nucleus"
    }
  ],
  "assigned_paraplanner": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "e531628a-d7bc-46cd-9c96-3e2eadff8073",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2025-04-22T13:44:16+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-04-22T13:44:16+01:00",
    "with_login": true,
    "inactive_at": "2025-04-22",
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "can_be_deleted": "false",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "next_review_date": "2025-04-22T13:44:16+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-04-22T13:44:16+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2025-04-22T13:44:16+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-04-22T13:44:16+01:00"
  },
  "joint_account_circle": {
    "name": "Jones Family",
    "uuid": "5074f63f-2bcb-4d71-b803-4b1907f9368b",
    "groups": "App\\Http\\Resources\\GroupResource",
    "accounts": "App\\Http\\Resources\\MinimalAccountResource",
    "created_at": "2025-04-22T13:44:16+01:00",
    "updated_at": "2025-04-22T13:44:16+01:00",
    "joint_account_uuid": "439b1785-0bed-4a23-bc71-9b40ca953509"
  },
  "ownership_percentage": 100,
  "previous_review_date": "2025-04-22T13:44:16+01:00",
  "primary_phone_number": {
    "name": "Work number",
    "type": "phone_number",
    "uuid": "70fcf331-2b55-4009-9c40-565c40ce208a",
    "value": "+443330903630",
    "accounts": "App\\Http\\Resources\\AccountResource",
    "created_at": "2025-04-22T13:44:16+01:00",
    "updated_at": "2025-04-22T13:44:16+01:00",
    "phone_number_meta": {
      "country": "GB",
      "formatted": "0333 090 3630"
    }
  },
  "assigned_administrator": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "0be5c260-f030-45f4-aa35-d74123e4050a",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2025-04-22T13:44:16+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-04-22T13:44:16+01:00",
    "with_login": true,
    "inactive_at": "2025-04-22",
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "can_be_deleted": "false",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "next_review_date": "2025-04-22T13:44:16+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-04-22T13:44:16+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2025-04-22T13:44:16+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-04-22T13:44:16+01:00"
  },
  "anniversary_review_date": "2025-04-22T13:44:16+01:00"
}