• Retainer Use Cases
• Periods, Allowances & Templates
• When to use a Retainer instead of a Project
• Linking Projects & Tickets to a Retainer
• Analyzing & Reporting on your Recurring Work
Presenter: Alec DiRienzo (Technical Account Manager)
Host: Clay Hagen (Customer Success Manager)
• 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…
