Clients & messages
Clients & messages
Keep client details up to date and stay in touch.
← All topicsFrequently asked questions
4 answersHow do I add a client and maintain their details?
A client profile brings together contact details, preferences, appointments and linked sales.
Read the answerCan I archive a client and restore them later?
Yes. You can archive a client and restore them later. Archived clients are separate from the active client overview.
Read the answerWhy isn't my client receiving a message?
First check the address or phone number, sending settings and message type. Marketing messages also depend on consent and unsubscribes.
Read the answerHow do I send a newsletter?
The email campaign module lets you create a design, choose recipients, send a test email and schedule or send a campaign.
Read the answerNeed a hand?
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