• Customize the look of the Client Portal
• Invite and impersonate your clients
• Set up global, project and company level permissions
• Valuable use cases for the Client Portal
Presenter: Pat Doyle (Product Research Analyst)
Host: Siobhan Collie (Professional Services Specialist)
• Customize the look of the Client Portal
• Invite and…
• Customize Invoice Template styling and Custom Fields
• Show Work…
This has been a year where most businesses have been…
• Take advantage of Auto-Scheduled Time
• Understand the Booking Tool
•…
• Email Capture Rules and Integration Settings
• Request Inbox…
