On or after August 9, 2018, features within the 'Clients' tab of your account will no longer be accessible. Export your data, including Contracts, Invoices, and Questionnaires, in advance as it will no longer be available. You can continue to manage your Inquiries and Bookings within Messages.
View and manage all of your incoming inquiries in one place!
- Access your new incoming inquiries or manually add ones to your list
- Send a custom questionnaire to prospective clients
- Quickly create digital contracts, setting packages, contract terms and payment schedules, and easily publish to a password-protected Client Site for your client to e-sign
- Provide your clients with a branded, password-protected site to easily execute contracts, make payments and more