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Product Features Archives - Clientrol

September 14, 2018 by aloudmin

New Product Feature – Notification Groups

With Notification Groups, you can really personalise the notifications sent to your clients when a Request is Open, Working or Closed. You can create a default Notification group for all your clients or different groups depending on their retainer level. When you are adding a new Client retainer, you can select the contact and the

September 6, 2018 by aloudmin

Product Updates 09/06/18 – Custom Notifications, New Bundle Plan Pages 6

Hey Folks, We have added in some new product updates for you to manage your client retainer, let me tell you all about them! New Bundle Plan Pages Bundle Plans are a great way for you to sell your services as bundle retainers to your clients but what happens if you have lots of bundles

July 27, 2018 by Marc

New Product Feature: Product Blocks & Monthly Subscriptions

Hi Folks, we have introduced a new update to the Hour Blocks. Instead of the default 1,3,5 Hours – You can now rename the blocks to your different service offerings and also add in a description. This means you can create your own products based on your services e.g Basic Service, Silver & Gold. We have

April 11, 2018 by aloudmin

Whats the difference between a Request and a Task?

In theory, both Requests and Tasks are essentially Tasks, work carried out on behalf of a Client. But having a distinction between the two gives more control over your work flow. Requests We consider a Request to be a once-off, like when a Client calls you, emails you or texts you to do something. For

April 11, 2018 by Marc

Product Update: New Administration & Client Dashboards

We are delighted to introduce 2 new Dashboards for Administrators & Clients. The Admin new dashboard shows all your clients at a glance – here you can see any requests that need to be actioned with the red notification in the top corner. You can also see the client’s plan – number of remaining hours,

February 16, 2018 by aloudmin

Clientrol V5 – New Feature: Bundle

Hi everyone, we are working very hard to bring you the biggest update to Clientrol ever and i mean ever. The new Version 5 includes a host of new features, better design, layout, interfaces and a total revamp. We are so looking forward to releasing it.. but the best things come to those who wait!

November 9, 2017 by aloudmin

Product Updates – 11/09/2017. Archiving Requests, New Recurring Plan Feature.

  We are delighted to introduce the following updates to Clientrol – 11/09/2017. Archiving Requests. You can now archive your Requests! Keep your dashboard clean and move any completed requests to the Archive. They will not be deleted from the system if they are closed and charged to the client. Recurring Plan – Add Support

November 3, 2017 by aloudmin

Product Updates – 11/02/2017. Stripe, Extra Blocks, More Customization.

  We are delighted to introduce the following updates to Clientrol – 11/02/2017. Stripe Integration. Stripe is now available as a payment processor for your client to purchase support time. To setup, go to your Dashboard > Settings > Payment and Select Stripe. Please add your Publishable key and Secret, these are available within your

October 26, 2017 by aloudmin

Clientrol Feature: Managing Requests

  One of the key features of Clientrol is sending Requests –  You can create a unique Request form for each of your clients using the drag & drop builder. Working freelance it can be difficult to manage multiple requests coming at you from different angles! Email, Slack, Chat This way you will capture everything