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Client Entry, Management
Client Entry, Management
How to add, edit and manage clients within your account
12 articles in this collection
Written by
Paul
and
Robert Raymund Reserva
How to add clients to your Gigabook account
Learn how to add clients in several ways to your GigaBook account
Written by
Robert Raymund Reserva
Updated over a week ago
How to edit client information
How to edit client information in your GigaBook account
Written by
Robert Raymund Reserva
Updated over a week ago
How to delete and undo deletion of a client.
This article will guide you on how to delete and undo client deletion individually and in bulk.
Written by
Robert Raymund Reserva
Updated over a week ago
How to import client list
How to import client list into GigaBook and assign data to the matching GigaBook fields
Written by
Robert Raymund Reserva
Updated over a week ago
How to assign a staff member to clients
For each client, you can assign staff members so you can easily identify who is responsible for that client's schedule.
Written by
Robert Raymund Reserva
Updated over a week ago
How to send email to clients
How to send emails to your clients through your GigaBook account
Written by
Robert Raymund Reserva
Updated over a week ago
How to merge duplicate client records
Managing duplicate client records
Written by
Robert Raymund Reserva
Updated over a week ago
How to customize client view
How to customize the columns and data to be displayed within your client page
Written by
Robert Raymund Reserva
Updated over a week ago
How do I log interactions with clients?
Information about notating client accounts
Written by
Paul
Updated over a week ago
Downloading client record from your client page
How to download client records for your database
Written by
Robert Raymund Reserva
Updated over a week ago
Downloading, retrieving, exporting or backing up your client list in GigaBook
How to download, retrieve, export or backup your client list in GigaBook
Written by
Paul
Updated over a week ago
Review client records and data
How to review existing client records, data, appointments, invoices, custom forms, and notes
Written by
Paul
Updated over a week ago