Client Requests

Incorporate your clients into your workflow. Assign them tasks, communicate instantly, and schedule automatic reminders.

Lachlan Macindoe avatar Andi Ancheta avatar Erin Jamison avatar +2
17 articles in this collection
Written by Lachlan Macindoe, Andi Ancheta, Erin Jamison and 2 others
FAQs

Why is my client not receiving my Client Request email?

If your client is not receiving your client request emails, have them check their spam folder!
Lise Gervig Pedersen avatar
Written by Lise Gervig Pedersen
Updated over a week ago

What is a magic link and how does it work?

A magic link is a unique URL generated every time client requests are sent.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Where can I find my Client Portal URL?

The URL can be found in the Client Portal Settings.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Can anyone make a Login for my account?

Only clients who are a contact in your Karbon account will be able to create a login.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Why aren't our Client Requests sending?

Client Requests won't send if the sender's email has been disconnected.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

How can I avoid manually resending Client Requests?

Avoid a manual resend of client requests by pre-setting additional reminders to send automatically.
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Written by Advisory Solutions
Updated over a week ago

Can I be notified if a client isn't responding to Client Request?

Worried that work will fall behind? Here's one way to structure your templates to alert you.
A
Written by Advisory Solutions
Updated over a week ago

Can you send Client Requests to more than one client?

Separate client request groups can be created and sent to different people.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

Where do documents uploaded in Client Requests go?

Documents uploaded via Client Requests are added to the related work item in Karbon.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

Why is my client receiving an error when trying to access their Client Requests?

If your client sees, 'Sorry that link doesn't work' when trying to access their client requests, there are a few things to check.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago