User Manual

The user manual is designed to give you detailed information and instructions that you need to maximize the effectiveness of ClientTether.

Below is a list of topics that are available in our User Manual. Please be aware that we are constantly updating and adding to this list so you will want to check this page frequently.

• Account Types in ClientTether
• Action Plans
• Assigned Users
• Calendars
• Communication Tools
  • Emails
    • Unsubscribing from Emails
• Contacts
  • Creating New Contacts
    • Importing
    • Manually Creating Contacts
  • Deleting Contacts
  • History Notes
  • Mass Updating
  • Types of Contacts
• Dashboard
• Incoming Calls to VMAssigned Users
• Invite others to an appointment
• Logging in
• Notifications
• Pipeline
• Right-Side Panel
• RN Multi-Level Search
• RN Updated Login Screen
• Settings
  • Announcements
  • Billing Info
  • Email Settings
  • Hosted Pages
  • Users Settings