Body
-
Title
-
First name
-
Middle name.
-
Last name
-
Maiden name.
-
Entity name for shared account types
-
The UUID of the employee that the client directly reports to
-
The UUID of the adviser employee that the client has been assigned
-
The UUID of the paraplanner employee that the client has been assigned
-
The UUID of the introducer for this client
-
Date of birth
-
Gender. Possible values are: male, female, non-binary, transgender, intersex, other and unknown
-
National Insurance Number
-
preferred nickname of the client
-
Targest retirement age.
-
Pronouns
-
Smoker Status. Possible values are: smoker, non-smoker, vaper, ex-smoker, never-smoked, unknown
-
Residential status
-
Country of residence
-
Marital status. Possible values are: single, cohabiting, married, divorced, civil-partnership, dissolved-civil-partnership, widowed, separated, engaged, in-relationship, other, unknown
-
whether the client is vulnerable. Possible values are: "yes", "no", and "possibly"
-
Denotes if the client is a prospect or not.
-
The datetime when the prospect was converted into a client.
-
The value of the client in penny format. E.g £5,000 would be 500000.
-
Whether the client is a UK resident or not.
-
Whether the client is a UK domicile or not.
-
The expected retirement age.
-
The state retirement age.
-
Nationalities of the client. You can use the api/v1/static/nationalities endpoint to get our list.
-
Any details regarding the client's vulnerabilities.
-
Whether the client has been offered any third party.
-
Whether any procedures need to be adapted to the client.
-
Any notes regarding adaptations
-
Any client preferences.
-
The client's current state of health.
-
Explanation of the current state of health.
-
The amount of cigarettes the client smokes a day.
-
The date of when the client started smoking.
-
Whether the client required long term care.
-
Notes on the client's long term care.
-
Whether the client has a will or not.
-
Notes on the client's will.
-
The date of the last time the will's been reviewed.
-
Whether the client has power of attorney.
-
Notes on the client's power of attorney.
-
The date of the first contact.
-
The units of alcohol digested weekly.
-
The height of the client in centimeters.
-
The weight of the client in pounds.
-
Notes on the client's health.
-
Whether the client has Inheritance Tax (IHT) planning or not.
-
Notes on the client's Inheritance Tax (IHT) planning.
-
Whether the client has gifted the family.
-
Notes on the gifts.
-
Whether the client is anticipating/ expecting any inheritance.
-
Notes on the client's inheritance anticipation/ expectations.
-
Date of next review
-
Date of previous review
-
Anniversary review date
-
Does your current will reflect your wishes?
-
Who are the executors?
-
Where is the will stored?
-
Details of any Bequests
-
Is the Power of Attorney Registered as a EPA or LPA
-
Are the Attorneys appointed for Health, Wealth or Both?
-
When were the Attorney’s appointed?
-
Who are the Attorney’s?
-
Are the documents registered?
-
Notes of gifts
-
Are you in receipt of your State Pension
-
Have you recently obtained a forecast
-
What is the date of the obtained forecast
-
What is the projected State Pension
-
How many years have you made Nation Insurance Contributions
-
Notes on the pension
-
Date of marriage
-
Denotes if the client is deceased
-
Date of death
-
Denotes if the client is married to their partner
-
Date the client was checked for sanctions
-
Marks the lead source of the client
-
Marks the name of the client to write to
-
The passport number of the client
-
Denotes if the client can be contacted via fax
-
Denotes if the client can be contacted via mail
-
Denotes if the client can be contacted via SMS
-
Denotes if the client can be contacted via email
-
Denotes if the client can be contacted via telephone
-
Denotes if the client can be visited
-
Denotes if the client can be visited
-
The status of the client.
-
Group UUIDs to sync client to. Null can be provided to clear a clients groups.
-
The regulatory classification of the client. Possible values are: retail_client, professional_client, eligible_counterparty, not_applicable and unknown
curl \
--request PUT 'https://api.plannrcrm.com/api/v1/client/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "Content-Type: application/json" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
--data '{"title":"Mr","first_name":"Gareth","middle_name":"Alex","last_name":"Thompson","maiden_name":"Thompson","entity_name":"Plannr Ltd","assigned_adviser_uuid":"048b56fc-fd13-48ff-9729-df4bf0dedef5","assigned_administrator_uuid":"2e9470b6-f8fc-4f95-b92f-9294dcfcc45b","assigned_paraplanner_uuid":"82f49e10-0882-4d77-a04f-c92d2886b59c","introduced_by_uuid":"a6e93a4d-5679-4faf-b571-db8ffca81151","date_of_birth":"1975-08-07","gender":"Male","ni_number":"AB 12 34 56 C","nickname":"Garth","target_retirement_age":60,"pronouns":"he/him","smoker_status":"non-smoker","residential_status":"settled","country_of_residence":"United Kingdom","marital_status":"married","is_vulnerable":"possibly","is_prospect":false,"prospect_converted_at":"2025-08-07T13:41:39+01:00","value":500000,"is_uk_resident":true,"is_uk_domicile":true,"expected_retirement_age":60,"state_retirement_age":60,"nationalities":["British","Romanian"],"vulnerability_details":"No vulnerabilities","third_party_offered":true,"procedure_adaptation":false,"adaption_details_notes":"Adaptation notes","client_preferences":"Prefers telephone calls in the morning.","current_state_of_health":"Fit and healthy","state_of_health_explanation":"Explanation of the current state of health.","cigarettes_daily":6,"smoker_since":"2015-08-07","long_term_care_needed":false,"long_term_care_notes":"Notes on the client's long term care.","has_will":true,"will_notes":"Notes on the client's will.","will_last_reviewed":"2025-08-07","has_power_of_attorney":true,"power_of_attorney_notes":"Notes on the client's power of attorney.","first_contact_date":"2025-07-07","units_of_alcohol_weekly":28,"height":186,"weight":220,"health_notes":"Notes on the client's health.","has_iht_planning":true,"iht_planning_notes":"Notes on the client's Inheritance Tax (IHT) planning.","has_gifted_family":true,"gift_notes":"Notes on the gifts.","is_anticipating_inheritance":true,"anticipating_inheritance_notes":"Notes on the client's inheritance anticipation/ expectations.","next_review_date":"2025-09-07","previous_review_date":"2025-07-07","anniversary_review_date":"2025-08-07","is_will_accurate":true,"will_executors":"string","will_location":"string","will_bequests_detail":"string","is_poa_registered_epa_or_lpa":"epa","are_poa_appointed_for_health_or_wealth":"health","poa_attorney_appointed_at":"2025-08-07T00:00:00+01:00","will_poa_details":"string","are_poa_documents_registered":true,"will_gifts_details":"string","is_in_receipt_of_your_state_pension":true,"has_obtained_a_forecast":true,"date_of_forecast":"2025-08-07T13:41:39+01:00","projected_state_pension":50000,"years_of_national_insurance_contributions":5,"pension_notes":"string","date_of_marriage":"2025-08-07","is_deceased":false,"deceased_at":"2025-08-07","is_married_to_partner":true,"checked_sanctions_at":"2025-08-07","lead_source":"LeadGen Company","write_to_whom":"Gareth","passport_number":"123456","do_not_contact_via_fax":false,"do_not_contact_via_mail":false,"do_not_contact_via_sms":false,"do_not_contact_via_email":false,"do_not_contact_via_telephone":false,"do_not_visit":false,"do_not_market":false,"status_uuid":"f91225ea-56ad-4184-9a37-07b86cb09bed","groups":["9274f102-34ee-4033-9e3c-53d4320bb939","67393182-40d2-478c-97c7-812111c77fac"],"client_regulatory_classification":"professional_client"}'
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}
# Payload
{
"title": "Mr",
"first_name": "Gareth",
"middle_name": "Alex",
"last_name": "Thompson",
"maiden_name": "Thompson",
"entity_name": "Plannr Ltd",
"assigned_adviser_uuid": "048b56fc-fd13-48ff-9729-df4bf0dedef5",
"assigned_administrator_uuid": "2e9470b6-f8fc-4f95-b92f-9294dcfcc45b",
"assigned_paraplanner_uuid": "82f49e10-0882-4d77-a04f-c92d2886b59c",
"introduced_by_uuid": "a6e93a4d-5679-4faf-b571-db8ffca81151",
"date_of_birth": "1975-08-07",
"gender": "Male",
"ni_number": "AB 12 34 56 C",
"nickname": "Garth",
"target_retirement_age": 60,
"pronouns": "he/him",
"smoker_status": "non-smoker",
"residential_status": "settled",
"country_of_residence": "United Kingdom",
"marital_status": "married",
"is_vulnerable": "possibly",
"is_prospect": false,
"prospect_converted_at": "2025-08-07T13:41:39+01:00",
"value": 500000,
"is_uk_resident": true,
"is_uk_domicile": true,
"expected_retirement_age": 60,
"state_retirement_age": 60,
"nationalities": [
"British",
"Romanian"
],
"vulnerability_details": "No vulnerabilities",
"third_party_offered": true,
"procedure_adaptation": false,
"adaption_details_notes": "Adaptation notes",
"client_preferences": "Prefers telephone calls in the morning.",
"current_state_of_health": "Fit and healthy",
"state_of_health_explanation": "Explanation of the current state of health.",
"cigarettes_daily": 6,
"smoker_since": "2015-08-07",
"long_term_care_needed": false,
"long_term_care_notes": "Notes on the client's long term care.",
"has_will": true,
"will_notes": "Notes on the client's will.",
"will_last_reviewed": "2025-08-07",
"has_power_of_attorney": true,
"power_of_attorney_notes": "Notes on the client's power of attorney.",
"first_contact_date": "2025-07-07",
"units_of_alcohol_weekly": 28,
"height": 186,
"weight": 220,
"health_notes": "Notes on the client's health.",
"has_iht_planning": true,
"iht_planning_notes": "Notes on the client's Inheritance Tax (IHT) planning.",
"has_gifted_family": true,
"gift_notes": "Notes on the gifts.",
"is_anticipating_inheritance": true,
"anticipating_inheritance_notes": "Notes on the client's inheritance anticipation/ expectations.",
"next_review_date": "2025-09-07",
"previous_review_date": "2025-07-07",
"anniversary_review_date": "2025-08-07",
"is_will_accurate": true,
"will_executors": "string",
"will_location": "string",
"will_bequests_detail": "string",
"is_poa_registered_epa_or_lpa": "epa",
"are_poa_appointed_for_health_or_wealth": "health",
"poa_attorney_appointed_at": "2025-08-07T00:00:00+01:00",
"will_poa_details": "string",
"are_poa_documents_registered": true,
"will_gifts_details": "string",
"is_in_receipt_of_your_state_pension": true,
"has_obtained_a_forecast": true,
"date_of_forecast": "2025-08-07T13:41:39+01:00",
"projected_state_pension": 50000,
"years_of_national_insurance_contributions": 5,
"pension_notes": "string",
"date_of_marriage": "2025-08-07",
"is_deceased": false,
"deceased_at": "2025-08-07",
"is_married_to_partner": true,
"checked_sanctions_at": "2025-08-07",
"lead_source": "LeadGen Company",
"write_to_whom": "Gareth",
"passport_number": "123456",
"do_not_contact_via_fax": false,
"do_not_contact_via_mail": false,
"do_not_contact_via_sms": false,
"do_not_contact_via_email": false,
"do_not_contact_via_telephone": false,
"do_not_visit": false,
"do_not_market": false,
"status_uuid": "f91225ea-56ad-4184-9a37-07b86cb09bed",
"groups": [
"9274f102-34ee-4033-9e3c-53d4320bb939",
"67393182-40d2-478c-97c7-812111c77fac"
],
"client_regulatory_classification": "professional_client"
}
{
"firm": {
"tax": 17.5,
"logo": "https://api.plannrcrm.com/images/plannr.jpg",
"name": "Codepotato",
"slug": "codepotato",
"uuid": "2f5d4ea3-6200-42a9-a4f3-5e7d25ba7de2",
"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": "2025-08-07T13:41:39+01:00",
"updated_at": "2025-08-07T13:41:39+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",
"portal_background": "#f6f6f6",
"portal_brand_title": "#323b4b",
"sidebar_background": "#0E0E56",
"portal_sidebar_icon": "#828994",
"portal_sidebar_text": "#323b4b",
"portal_account_email": "#828994",
"portal_sidebar_title": "#11151d",
"sidebar_title_primary": "#FFC634",
"portal_brand_sub_title": "#828994",
"portal_sidebar_divider": "#e3e5e9",
"email_button_background": "#36367E",
"portal_dashboard_bg_one": "#EF4583",
"portal_dashboard_bg_two": "#FFC634",
"sidebar_title_secondary": "#ffffff",
"sidebar_title_background": "#36367E",
"portal_sidebar_icon_hover": "#828994",
"portal_sidebar_text_hover": "#323b4b",
"portal_sidebar_icon_active": "#828994",
"portal_sidebar_text_active": "#323b4b",
"email_logo_background_panel": "#36367E",
"portal_sidebar_button_hover": "#ffffff",
"portal_sidebar_account_title": "#11151d",
"portal_sidebar_button_active": "#ffffff",
"sidebar_title_secondary_hover": "#ffffff",
"portal_sidebar_button_background": "#f6f6f6"
},
"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": "061c685b-1732-413d-a130-42ca277f14a8",
"colour": "#ef4582",
"created_at": "2025-08-07T13:41:39+01:00",
"updated_at": "2025-08-07T13:41:39+01:00"
}
],
"type": "client",
"uuid": "43b123af-e20c-44ef-9761-a5d8d8a5618f",
"email": "gareth@codepotato.co.uk",
"groups": [
{
"name": "finance",
"slug": "finance",
"uuid": "8ebc0040-8314-45b5-9795-3ecd095da91b",
"created_at": "2025-08-07T13:41:39+01:00",
"updated_at": "2025-08-07T13:41:39+01:00",
"participants": {
"name": {
"example": "Gareth Thompson",
"description": "Name of the account"
},
"role": {
"example": "client",
"description": "Role of the account"
},
"uuid": {
"example": "feecc092-61c5-4d7a-a6a4-028550a08253",
"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": "77e7e532-d902-4d0a-a4fd-c1f5aeb47024",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"circles": "App\\Http\\Resources\\CircleResource",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2025-08-07T13:41:39+01:00",
"first_name": "Gareth",
"updated_at": "2025-08-07T13:41:39+01:00",
"with_login": true,
"inactive_at": "2025-08-07",
"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": "2025-08-07T13:41:39+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-08-07T13:41:39+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": "2025-08-07T13:41:39+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-08-07T13:41:39+01:00"
}
],
"circles": [
{
"name": "Jones Family",
"uuid": "ec3c6f8d-fe3f-4436-906c-c23bcddc803c",
"groups": "App\\Http\\Resources\\GroupResource",
"accounts": "App\\Http\\Resources\\MinimalAccountResource",
"bg_colour": "#35f4e1",
"photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
"created_at": "2025-08-07T13:41:39+01:00",
"updated_at": "2025-08-07T13:41:39+01:00",
"joint_account_uuid": "2518e4f6-783c-4146-b048-d53353ee33fe",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
}
],
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2025-08-07T13:41:39+01:00",
"first_name": "Gareth",
"updated_at": "2025-08-07T13:41:39+01:00",
"with_login": true,
"inactive_at": "2025-08-07",
"custom_fields": [
{
"name": "Favourite Drink",
"type": "string",
"uuid": "26a286c8-3120-43f0-9ac7-f4980605f090",
"value": "Coffee",
"help_text": "This is the client's favourite drink.",
"reference": "favourite_drink",
"created_at": "2025-08-07T13:41:39+01:00",
"updated_at": "2025-08-07T13:41:39+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": "343b47f1-ed94-4540-8226-f4f756e261cb",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"circles": "App\\Http\\Resources\\CircleResource",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2025-08-07T13:41:39+01:00",
"first_name": "Gareth",
"updated_at": "2025-08-07T13:41:39+01:00",
"with_login": true,
"inactive_at": "2025-08-07",
"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": "2025-08-07T13:41:39+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-08-07T13:41:39+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": "2025-08-07T13:41:39+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-08-07T13:41:39+01:00"
},
"primary_email": {
"name": "Work number",
"type": "phone_number",
"uuid": "c697a85d-da7c-42f6-a946-2c3a7b6e0516",
"value": "+443330903630",
"accounts": "App\\Http\\Resources\\AccountResource",
"created_at": "2025-08-07T13:41:39+01:00",
"updated_at": "2025-08-07T13:41:39+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": "544094dd-ce79-4fbc-bcc8-17bd37086693",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"circles": "App\\Http\\Resources\\CircleResource",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2025-08-07T13:41:39+01:00",
"first_name": "Gareth",
"updated_at": "2025-08-07T13:41:39+01:00",
"with_login": true,
"inactive_at": "2025-08-07",
"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": "2025-08-07T13:41:39+01:00",
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},
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}