Contacts Tab

Follow New articles New articles and comments

• Login as test client and submit a client log entry
• Login as a test client and complete a form
• Send an email to your test client
• Send a Client Log to your Test Client
• Autoresponder and Subscription Settings in your contact's profile
• Invoices File for Contacts
• Contacts: An Overview
• Can I partially delete my client data and anonymize the remaining data?
• Unsubscribe Multiple Contacts from Emails or Newsletters
• How To Merge Contacts In Your System
• Quick overview of your client's to do list
• How to delete an invoice
• How to edit a client agreement
• How to view client course activity
• How to edit access to your products
• How to un-gift a product
• Email Statuses - What do they mean?
• How to view emails your clients received
• How to view past communications
• Adding, viewing notes in your client's file and replying to your client log
• How to create a new follow-up template for appointments
• How to create and send appointment session notes
• Learn about the Subscriptions Setting Section in your client's profile
• Why are there so many email address options for my clients and what are they for?
• How do I set a different currency for my clients?
• How to set tax values for different clients
• How do I send my client's login information?
• How to create a username and password for a client
• How to filter your contacts by group
• How to do an advanced contact search, select multiple contacts and apply an action