Q124 Product Release

Guidance to help you navigate and take advantage of the latest product releases: Brand Settings and Client-Facing Pages

• How to Setup a Brand's General Settings (Brand Name, Client Portal URL, Logo, Design Options & Public Info)
• How to Create and Share Your Brand(s) Inquiry Form to Capture Leads
• How to Setup a Brand(s) Client Portal
• How do I provide access or direct my clients to their client portal?
• How to Modify the Display of the Top Logo and Cover Image for Booking Pages & Proposals
• How to create a questionnaire and send it to a lead or client
• How to create and send a proposal to a lead or client
• How to create a booking page and share it with clients and leads