Managing Clients Client Portal
Contacts Overview
We'll cover ----------------------------------------------------- How to add a Contact for a Customer? What is a Primary contact and how can I make a contact primary? Inviting a contact to Client Portal [Coming Soon] ...
How to Embed Trello in Clientjoy Client Portal
A step by step guide to Embedding Trello Boards in Client Portal of Clientjoy What is Trello? Trello is an Amazingly Simple Platform that brings together Tasks and Teammates. It has a generous free plan and lot of Agencies heavily use Trello to ...
How to get embed code or link from some popular apps?
Embed Notion, Miro, Figma, Google Folder, etc. General Youtube : Get the public shareable link. Documentation Notion: Use website embednotionpage to get the embed code. Google folder / Doc / spreadsheet / one drive: Use the sharable link directly. ...
Client Portal Overview
Everything about Client Portal We’ve built a client portal where any type of data (docs, links, videos, forms, invoices, websites, etc.) can be shared with your clients. All this in a portal with your custom branding. In this article, we'll cover ...
How can I import Clients from a CSV file?
Bring your Clients from spreadsheet or your existing tool in Clientjoy We'll Cover How to Import Clients? How to handle errors if it comes in the Import? How to Import Clients? You can bring Clients in bulk in Clientjoy. You can export the data from ...
How can I add a customer?
We'll cover ----------------------------------------------------- How can I add a customer? How can I add an Individual customer who doesn't have a company? How can I add a customer through Zapier? -------------------------------------------------- ...
Contacts Overview
We'll cover ----------------------------------------------------- How to add a Contact for a Customer? What is a Primary contact and how can I make a contact primary? Inviting a contact to Client Portal [Coming Soon] ...