Clients

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12 articles in this collection
Written by Becki Gallagher and Pierre Habib

Add Individual Clients

Adding One Client at a Time
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Written by Pierre Habib
Updated over a week ago

Import Clients from Spreadsheet

Mass Add Clients from Excel or CSV file
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Written by Pierre Habib
Updated over a week ago

Add Clients from QuickBooks Online

Integration through QBO, Integration with QBO
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Written by Becki Gallagher
Updated over a week ago

Deleting Client(s)

Delete Client or Multiple Clients at Once
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Written by Pierre Habib
Updated over a week ago

Tags: What Are They and How They Work

Client Segmentation, Categorization, Client Groups, Keywords, Quick Setup, Client List, Work Product
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Written by Becki Gallagher
Updated over a week ago

Add Tags to One Client

Segment, Separate, Categorize, Individual
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Written by Becki Gallagher
Updated over a week ago

Mass Add Tags to Current Clients

Tagging, Multiple, En Masse
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Written by Pierre Habib
Updated over a week ago

Delete/Edit Tags

Deleting, Trash, Tag, Edit, Change
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Written by Pierre Habib
Updated over a week ago

Edit Existing Client Information

Changing Client Info on File, Address Change, Update Phone Number, Update Email
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Written by Pierre Habib
Updated over a week ago

Creating Custom Fields

Client Profile, Information, Data, Custom Data, Secondary, Alternate
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Written by Pierre Habib
Updated over a week ago

Add a Client Note

Create a Client Specific Note in the Client's Profile
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Written by Pierre Habib
Updated over a week ago

Export a Client List

Excel, Tags, Mailing List, Segmentation
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Written by Pierre Habib
Updated over a week ago