Client Entry, Management

How to add, edit and manage clients within your account

9 articles in this collection
Written by Paul

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 Paul
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

Add new clients to your account

How to add new clients to your GigaBook account

Written by Paul
Updated over a week ago

Send email to clients

How to send emails to your clients through your GigaBook account

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

Customize client view

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

Written by Paul
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 Paul
Updated over a week ago

Edit client information

How to edit client information and data in your GigaBook account

Written by Paul
Updated over a week ago