Your Clients
To go to the Clients page, click CLIENTS in the side navigation.
Your Client Overview contains: Client Name Client Primary Contact Information Client Location Top Pending Jobs for the Client Notes about the Client ...
Thu, 2 Feb, 2023 at 1:33 PM
On the Clients page, in the top right of the Clients panel, click SEND NEW. Enter the emails of the clients you’d like to invite. Click SEND EMAIL. ...
Tue, 7 Sep, 2021 at 10:33 AM
To edit a Client’s information: On the Clients page, under Clients, click the Client you’d like to edit. In the top right of the Client Overview panel, c...
Fri, 7 May, 2021 at 12:43 PM
NOTE: Notes are private between you and other Admins. Your Clients won’t see your notes. To edit a note: On the Clients page, under Clients, hover ove...
Fri, 7 May, 2021 at 12:48 PM