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features Archives - Clientrol

November 21, 2017 by Marc

Product Updates – 11/20/2017. Toolbar Support, Onscreen Hints & Tips

  We have introduced a new onscreen guide for new and existing users to maximise Clientrol’s features! Select the Guide icon from the top toolbar and follow the guide to have your Clientrol setup in no time. There is also a new quick support link added to the toolbar for direct access to our support

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