Clients

Deliver an excellent, consistent client experience using client record management systems, automation and helpful templates.

• [Video Walkthrough] All About Clients
• How to manually add and edit a Client on Pixifi
• Importing your Google/Gmail Contacts
• How to manually import clients from a spreadsheet (.csv)
• How to add, edit and batch assign Client Categories
• How to Establish Default Settings for your Clients
• How to filter and view clients based on certain criteria
• How to Merge Clients on Pixifi
• How to create Custom Fields for Clients
• How to create a Client Portal Welcome Email Template
• How to Batch (mass) Email Clients
• How to keep track of Special Dates for Clients (like Birthdays and Anniversaries!)
• How to add and edit contacts and relationships for a Client
• Adding a Secondary Contact to your Client in Pixifi