Client Entry, Management

How to add, edit and manage clients within your account

9 articles in this collection
Written by Paul and Effie Sharon Sinena

How do I log interactions with clients?

Information about notating client accounts

Written by Paul
Updated over a week ago

Downloading client lists for your records

How to download client lists for your records

Written by Effie Sharon Sinena
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 Effie Sharon Sinena
Updated over a week ago

Add new clients to your account

How to add new clients to your GigaBook account

Written by Effie Sharon Sinena
Updated over a week ago

Send email to clients

How to send emails to your clients through your GigaBook account

Written by Effie Sharon Sinena
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 Effie Sharon Sinena
Updated over a week ago

Customize client view

How to customize the columns and data to be displayed within your client list

Written by Effie Sharon Sinena
Updated over a week ago

Assign clients to staff members or service providers

How to assign clients to staff members or service providers

Written by Effie Sharon Sinena
Updated over a week ago

Edit client information

How to edit client information and data in your GigaBook account

Written by Effie Sharon Sinena
Updated over a week ago