1. Make sure you are in your Admin Settings. Click Organization. 2. Reveal your API token by clicking within the text box. Enter your email & password. 3. Fill in your company name & logo. 4....
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There are 3 ways to get clients into your Onboard Me account: 1) Manually enter each contact. 2) Sync with one of our certified integrations 3) Import a CSV file. See below for IMPORTANT...
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To seg ment clients into specific categories: 1. Click the box next to the clients you wish to move & then select Bulk Action. 2. Click Contacts then scroll over to click Switch Tabs. 3. Click the...
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Twilio is the best and cheapest SMS service around. If you already have an account, go to Twilio.com/login to log in. If not, click "sign up for free" to get started with a free account. 1. Type...
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While not required, this step is encouraged because it will keep your emails professional and congruent with the rest of your company messaging. 1. Click on your name & then My Account Settings 2....
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Use this portal to communicate with your clients via training, progress tracking, and more! 1. Click Quick Launch & click the Client Portal button. 2. Make sure your header section is toggled ON....
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