Posts by sarareece:
Files
Posted on: 16 Jul 2022
The Files feature in the Settings menu allows the user to add and save content to be used within the account. Files added here can include PDFs, company logos, videos, thumbnail and other images, etc. The most common use of this feature is to have the system generate a URL to be used when embedding […]
Thumbtack
Posted on: 03 Feb 2022
Overview This is a powerful tool combining the automation and centralization of ClientTether with the marketing and communication of Thumbtack. With this integration you will be able to: Have leads directly added to ClientTether from Thumbtack Assign Lead Source Launch Action Plan Receive incoming Thumbtack messages Send outgoing Thumbtack messages Manually Action Plan Step Use […]
TetherPay
Posted on: 05 Jan 2022
Overview Topics Information Needed Activating TetherPay Using TetherPay To fully understand and use TetherPay correctly, please thoroughly go through the following four sections. It is imperative you review this information in order. Controlling CC vs ACH Acceptance There are Settings to control the visibility of CC and ACH to be used for payments. CC vs […]
Notification Settings
Posted on: 02 Dec 2021
Overview The Notification Tab is in Settings. You potentially have two internal tabs Control and Rollup. We will discuss each of those in depth later. However, it is important to note the notification settings for this tab are saved per user and are not universal for the account. Also please note that the Rollup tab […]
QuickBooks Online Integration
Posted on: 21 Sep 2021
Overview There is an Add-On feature in ClientTether to integrate with QuickBooks Online. Once that Add-On is activated and the first Sync is complete, a regular synchronization is done every two hours at 2, 4, 6, 8, 10, 12 Mountain Time. How to Set up QuickBooks Online integration This is done in a few quick […]
2021 Releases
Posted on: 24 Jun 2021
Quick Links October 28, 2021 October 7, 2021 September 30 2021 September 23 2021 September 16 2021 September 2 2021 August 26 2021 August 19 2021 August 5 2021 July 22 2021 July 15 2021 July 8 2021 July 1 2021 June 24 2021 Thursday October 28, 2021 Settings->Tags When viewing the Clients with Tag […]
Google Sheets Integration
Posted on: 25 Mar 2021
Overview In Action Plans, you can now create an action plan step to instantly update a Google Sheet. This is an easy way to push updates to Google Analytics or other third party platforms that integrate with Google Sheets. To do this: Go to Action Plans Open the Action Plan you wish to add the […]
Angi Leads (Home Advisor)
Posted on: 22 Mar 2021
Overview Our Angi Lead integration allows you to instantly get ALL information from new leads from Angi Leads, formerly Home Advisor, brought straight into ClientTether. You can also easily monitor all incoming leads from Angi Leads via our API Monitor. All information is stored and easily accessible within the Contact Profile for the lead. Based […]
Lead Routing
Posted on: 20 Jan 2021
Overview Lead routing allows you to automatically sort your leads to either sub accounts or users within your own account. Lead routing will automatically sort any new leads, and you can also signal for it to sort any old leads as well. Please note you are only allowed to have one lead routing plan per […]
Add-Ons
Posted on: 15 Jan 2021
The Add-Ons tab in Settings allows you to turn on and off various optional features that are available. The Add-On features available in your account are dependent on several factors. Not all Add-Ons are available for all accounts. To activate a feature, you simply need to click in the checkbox to the left of the […]