How do I set pricing for new clients only?
To create a pricing item that is exclusively visible to new clients, follow these steps: This feature ensures that the...
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Can I schedule pricing to turn on and off during a certain period of time?
Yes, you can schedule pricing to appear and disappear on the app during specific dates and times. Here’s how: This... -
How do I create new follow up buckets?
Creating new follow-up buckets depends on your role in the organization: This ensures your request is handled efficiently and aligns... -
How do I delete a scheduled follow up?
To delete a scheduled follow-up for a client, follow these steps: This will successfully delete the scheduled follow-up for the... -
Where can I see if a client has a scheduled follow up?
If a client has a scheduled follow-up, a red sticker will appear next to the client’s name, displaying the date...