Client Retainer Archives - Clientrol

April 3, 2019 by Marc

Product Update – Manager Reporting, Integrations & Direct Time

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

October 18, 2018 by aloudmin

Product Updates – 18 October 2018, A “Bundle” of new features!

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

September 18, 2018 by aloudmin

New Product Update – Bundle Pages

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?

September 12, 2018 by Marc

Quick Tips – Client Accept

Client Accept is a cool feature when you want your client to approve when a Request has been completed, before time is removed form their account. This gives the client a lot more control over Requests and they an accept when they are 100% satisfied with your work.