Clients
Deliver an excellent, consistent client experience using client record management systems, automation and helpful templates.
By Maria1 author15 articles
- [Video Walkthrough] All About Clients
- How to Batch (mass) Email Clients
- How to add and edit contacts and relationships for a Client
- How to create a Client Portal Welcome Email Template
- How to add, edit and batch assign Client Categories
- How to create Custom Fields for Clients
- How to manually import clients from a spreadsheet (.csv)
- Importing your Google/Gmail Contacts
- How to Establish Default Settings for your Clients
- How to Merge Clients on Pixifi
- How to manually add and edit a Client on Pixifi
- Adding a Secondary Contact to your Client in Pixifi
- How to filter and view clients based on certain criteria
- How to keep track of Special Dates for Clients (like Birthdays and Anniversaries!)
- How do I provide access or direct my clients to their client portal?