Clients Tutorials

Lead Videos & Tutorials

Clients

Managing hundreds or even thousands of clients has never been so easy. Learn now to add new clients, trigger automations, setup Client Portal acces, Import Reports and More...

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Client Management Tutorials

Clients List Grid Overview

Managing hundreds or even thousands of clients can be a challenge, so we have developed a unique interface to make your life easier.

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Client Account Settings & Tabs

Where the fun begins! We have developed the fastest and most complete client file tabbing system ever. Here's how it works...

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Adding a New Client Manually

Step-by-Step tutorial on how to manually enter a new Client, set the Assigned Agent, trigger automations and define statuses.

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How to Add a Client via Web Forms

Here we will show you what happens when a Client fills out one of your Signup Web Forms and the options for notifying of the new Signup.

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Importing Clients

Importing is an easy way to initially load up your account, but there are a few important things you will need to know..

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Assigning Agents to a Clients

Understanding the role of the "Assigned Agent" will help you organize clients among several Agents, and understand the automations.

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Client On-Boarding Process

Learn how our pre-designed (but fully editable) on-boarding workflow is triggered, and how you can customize it to match your biz flow..

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Client AutoFox Campaigns

There are several pre-built email and SMS campaigns that automatically trigger when certain conditions are met - understand them all...

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Client Agreement Overview

Here we will explain how the Client will digitally sign their agreement, what happens next, and how to adjust pricing plans.

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Client Billing Setup

Learn how to setup Invoices, Monthly Payments, Pay-Per-Delete models, and add credit card information for your Client

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Required Documents Overview

Your Client will need to provided several basic required documents before you can continue - here we show you the process..

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Taking Notes & Setting Tasks

Maintaining detailed notes can be key in a smooth Client experience. In this tutorial we will show how to take advantage of these tools.

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Client Portal Overview

Your branded Client Portal is where your Client will provide documents, communicate with you and check scores and status updates.

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Client Status & Progress

We have developed a "Client Journey" which tracks where they are in the process. Additionally you can choose statuses to organize them.

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Client Score Updates

AutoFox will automatically notify your Clients when new scores are available, see how you can adjust the emails & SMS messages.

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