Clients

Add and organize clients, confirm their contact details and share their portal.

• Add and manage clientsAdd a client on the web or your phone, what a client record holds, how the duplicate warning works, and how to edit, archive, restore and merge.
• Verified contacts and why a send is blockedWhat a verified email or phone means, the three ways a contact becomes verified, what an unverified contact can and cannot receive, and why a send is held back.
• The customer portalHow your customers sign in without a password, what they can see and do in the portal, and what it never shows them.
• Client statementsShow one client's account for a month or a year, download it as a PDF, and email it to them, and why a statement is held back.
• Import clients from a fileBring your client list in from a CSV file, how the columns are matched, what happens to duplicates and bad rows, and what to expect afterwards.