Seated Client

A seated client is a connected client who occupies an advisor seat in the advisor's plan. "Seated" indicates the client-advisor connection is active and a seat slot is being consumed.

The term "seated" distinguishes active connections (seated) from historical or pending connections (which do not consume seats). An advisor's analytics dashboard shows the total number of seated clients as a key practice metric.

When a client disconnects or is removed from the advisor's practice, they are no longer seated — the seat is freed for another client.

Seated client count is the primary capacity metric for advisor plans — it determines whether the advisor has room to invite additional clients.

Related terms: Connected Client, Advisor Seat, Advisor Subscription Plans