Add-Ons
The optional modules that unlock most of ClientTether — what’s on the list, what happens when you tick one, and what can cost money.
On this page
1What add-ons are
ClientTether ships with a core, and everything else is an add-on you switch on when you need it. Settings → Add-Ons is the list. Tick a box and the feature turns on; most add-ons then bring their own tab into Settings where you configure them.
Which add-ons you can see depends on your account — some are premium, some carry a monthly cost, and a few exist only for specific franchise networks. If something described in the docs isn’t in your list, your Success Manager is the person to ask.
2What’s typically on the list
| Add-on | What it unlocks |
|---|---|
| Add by phone button | Create a contact from a phone number alone. |
| Lead Routing | Automatic assignment of new leads. See Lead Routing. |
| Notification Roll-up | Sub-account notifications rolled up to the parent. See Notifications. |
| Reputation Management | Review requests and feedback capture. See Reputation Management. |
| Proposal System 2 / National Proposal | Quoting, work orders and invoicing. See Proposal System. |
| Collect Payment / TetherPay | Take payments in ClientTether. See TetherPay. |
| Call Center Suite | Call-centre tooling for teams working queues. |
| Task Management | Tasks, the Tasks board and the side panel. See Tasks. |
| Self-Pay Subaccount Option | Sub-accounts pay ClientTether directly. See Billing & Self-Pay Sub-Accounts. |
| Integrations | QuickBooks Online and Desktop, ClubReady, CompanyCam, Thumbtack, Angi Ads and Angi Leads, Hireology, Dispatch, Recur360, Mailbox Power, Send Jim, Talent+ and more. See Integrations Overview. |
| Ext Screen Pop, Jules – Virtual Scheduler, AI Agent Providers | Telephony and AI extras. |
Turning one on can cost money
Several add-ons are premium, and a few (payment gateways, telephony campaigns) carry per-transaction or per-month fees set by third parties. Check with your account manager before switching on anything you haven’t priced.
3After you switch one on
Most add-ons add a Settings tab — that’s where credentials, mappings and options live. A few are configured on the Add-Ons tab itself. Nothing happens until you finish that configuration; the tick box only makes the feature available.
4Troubleshooting
I ticked the box but nothing changed
Reload the page and look for the new Settings tab — that’s where the setup is. Some add-ons also need a user level of Admin or above to configure.
An add-on I need isn’t listed
It isn’t available for your account type. Ask your Success Manager.