Clients

Creating clients

To create a client, access the clients data. then click on Add New. The five m...

Import clients

we click on "Import." Then, we click on "View Example." By clicking on "View Example," then a...

Reassigning customers to members

To reassign clients to members, we have two methods: 1- Manually: We select the client or group o...

search for clients

When searching for a client, we can search using the client's name, phone number, or through adva...

Export clients

To export clients, we click on "Export." We select the number of clients to be exported....

To send an email to clients

We can send an email to a client or multiple clients by clicking on "Send Email to Clients." ...

Sending messages to customers

To send messages to customers, click on "Send Messages." When clicking on "Send Messages," we ...

Credit limit for customer invoices

We can set a credit limit on the customer's invoices. So that the customer does not exceed the ...

Customer Stage Results

By accessing the main menu, clicking on Clients and then clicking on the Customer Stage Results...