Summary Tab

The Summary tab in the Client Profile contains an overview of the client's details, billing and service information, and management quick links.

Users and Client Accounts

The user management system can grant access for a single client's services, billing, and support to multiple users with separate logins.

Emailing Clients

After purchases or other events, the system sends a message to the client using an email template. You can also email clients manually.

Profile Tab

The Profile tab in the Client Profile lists the client's contact details and account options.

Contacts Tab

The Contacts tab in the Client Profile lets you add, view, and manage client contacts, allowing email messages to go to additional recipients.

Email Campaigns

Stay in touch with your customer base by configuring email campaigns to automatically send messages to clients who meet your set criteria.