CLIENT DISCOVERYA better way to
R24 MEETING WORKSPACEA better way to
understand your business.
One conversation. A plan built around you.
Answers are saved on this device only. Export each completed visit to Files for transfer to your office. Clearing website data can remove local drafts.
Quick access on your iPad
Open this page in Safari. Tap Share → Add to Home Screen and name it “R24 Visits”. Open the saved shortcut before leaving for a meeting. Export the visit to Files when finished. Back at the office, sign in to the R24 portal, open Client onboarding and choose Import visit file, then review and save the draft.
These notes do not activate calls, send alerts or create appointments. Leave unknown answers blank and note anything still to confirm.