Setup your Email & Calendar sync
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Setup your Email templates
Customise the emails that are sent to your Leads/Clients. Clientjoy allows you to create and use your own email templates for all the email communication that happens with your Leads or Clients. You can use your brand communication guidelines within ...
Setup Invoices
Get started with Invoice setup Here is a quick guide to configure your Invoices: Setup Logo branding Setup Currency & Taxes Setup Your Company Info & Address Setup Client info and Address Format how to show your company info and Client's company info ...
Getting Started ?
Everything you need to setup your Clientjoy account. Welcome to Clientjoy! We’re so excited to have you on board and grateful that you chose to explore Clientjoy! ❤️ Clientjoy will help you in managing your clients from when they are Prospects to the ...
Why did my mailbox, calendar, and Scheduler got disconnected?
So, you might be receiving error banners on your Clientjoy portal, an email in your inbox that your 2- way account sync has stopped. Please check this article to find the causes and impacts of these notifications. In this article, we'll cover What ...
Setup your Branding 🎨
We'll cover Add your Brand Identity Setup Custom Domain (Customise the URLs) Setup Custom email address for outgoing emails with SMTP Setup Custom scripts Setup Custom styles ✍️ Note: Custom Domain, Custom SMTP, Custom scripts, and styles are ...