Hi everyone, Hope you are all safe and well! I’m excited to tell you about some new features we have added to Clientrol this month! Schedule Bundle Date A client can signup to one of your service packages, any day and any time..but if they signup on the 13th of a month this means their
Hey there, Here are some product updates we have launched this week Prepaid Hour Plans Discounts We have introduced a new % discount available for Prepaid Hour Plans. Say you offer prepaid support at 5,10 and 20 hours for $100 per hour but you want to offer a discount to your clients if they purchase
Hi Folks, We have made a number of awesome updates to Clientrol Team & Agency versions, let’s jump right in! Manager Reports With Clientrol Team and Agency versions, you can assign a Manager to a Client so they can work on Requests or Projects. Managers can be internal or external contractors, Clientrol is great to
Hey everyone, Hope you are having a busy year! We are constantly working and improving to improve our platform and we have updated a load of new features, let’s jump straight in! New – Admin & Client Dashboards We have updated the Admin and Client Dashboard, reducing and removing unnecessary clutter and making
Bundle Client Retainers are a great way for you to offer a bunch of services to your clients for a fixed price. Your client can purchase Bundles as a once off payment, monthly or annual subscription. What happens if you have a LOT of Bundles or if you want to offer them to specific customers?
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