How to manually create a client account

While it is very easy for your clients to create their own account using their email and password via the login page, occasionally, you may want to create an account for them.  To do this, log in, then using your account drop down in the top right of your window, select ‘All Clients’. Select the […]

How to create client account using details from your CRM

If your CRM has been connected, you can create a client account using the information from your CRM. To do this, login, then using your account drop down in the top right of your window, select ‘All Clients’. Select the ‘Create User’ button in the top right. If your CRM has been connected, you will […]

How to allow a client to buy media only

By default, all clients are set to purchase ‘Media + Printing’. For some clients, however, you may want to change this to allow them to buy ‘Media Only’.  To do this, log in, then using your account drop down in the top right of your window, select ‘All Clients’. Enter the client’s name into the […]

How to enable a client to option panels

By default, all clients are set to ‘Only allowed to book directly’. However, in some instances, you may want to change this to allow them to option panels. To do this, log in, then using your account drop down in the top right of your window, select ‘All Clients’.  Enter the client’s name into the […]

How to delete a client for GDPR compliance

One aspect of GDPR compliance is the requirement to fully delete a client or contact upon request. To be compliant, a client must be fully deleted rather than deactivated. To do this, log in, then using your account drop down in the top right of your window, select ‘All Clients’. Enter the client’s name into […]