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Client Options

There were 4 articles found in this category:

Where do I set up to receive text messages when clients update thier accounts?
Web Tools > Configuration > Client Options: "General Client Options" section. Select "Notify Changes on Mobile Device (All)" to receive text messages when a prospect / client views or makes changes in their online planner. Select "Notify Me of Changes (All)" and "Notify Me of Changes (Pe ...
How do I to turn off the notifications I get everytime a prospect / client views or makes changes in their online planner?
Web Tools > Configuration > Client Options: "General Client Options" section. De-select "Notify Me of Changes (All)" and "Notify Me of Changes (Pending/Confirmed)" to not receive emails when a prospect / client views or makes changes in their online planner. De-select "Notify Changes on ...
Where do I set the number of lock-out days for the client planner?
Web Tools > Configuration > Client Options: General Client Options Section - Select from the dropdown list the number of days before the event you would like to lock-out the client from accessing their online planner. The question appears as, "Do you want to lock-out changes made by the c ...
Is there a way for a client to add a venue after they already completed the request for information form?
Web Tools > Configuration > Client Options: Venue Selection Section - Select "Yes". If the venue for a customer has NOT been selected, you can provide the customer with an option to select a venue for the first time. Clients will not be able to change their venue after a venue has been se ...