Once a new sub account has been created, regardless if it is a clone, you will need to complete set up for the account.

In order to do this you must log in to the account via the ClientTether Login Page. You cannot do this by logging in via the Accounts or Accounts Settings pages.

Once you login as via the ClientTether login page you will be prompted to:

1. Enter your credit card information
   • If this sub-account is a self-pay account
2. Select a phone number

Once those two pieces are entered the set up for the sub account is complete.

The Self-Pay sub account feature is only available for new sub accounts. You cannot use this feature with existing accounts.

In order to use this feature your account must be enabled as a multi-level accounts, which allows you to create sub accounts.

This feature allows your sub accounts to directly pay ClientTether, so you do not get charged for their account each month.

To use this:

1. Reach out to your Success Manager and let them know you would like this feature turned on.
2. You will know the feature is on by going to Add-Ons in Settings and see that it has a check mark next “Activate Self-Pay Subaccount Option. Ask your Success Manager for details“
3. Once Active, Go to the Account tab in Settings.
4. Click next to create a new sub account.
5. In the “Create New Account” window toggle to on.

Finish Setting up the account.

When the new account owner logs in for the first time they will be prompted for their Credit Card Number and then they will be allowed to select their phone number.

The credit card information for any account can be updated at anytime after set up by going to the Billing Info tab in Settings.

Lead Sources allow you to easily and automatically track lead attribution and lead source performance.

Lead source settings allow you to see:

• All of your Lead Sources
• Individual web keys for Posting
• Individual IDs for API requests.

To create a new Lead source:

1. Click next to “Lead Source”.
2. Type in the desired name
3. Click

To Edit or Delete a lead source:

1. Click
2. Change name if desired
3. Delete by clicking if desired
4. Exit out of Edit mode by Clicking

To acquire or get a new Web Key for posting:

1. On the desired lead source Click

Note: If you refresh the web key, any place you were using the previous web key will need to be refreshed with the new web key you generate.

If you cannot see Lead Sources or edit Lead Sources in Settings then they have been locked at the enterprise level.

The Sales Cycle allows you to track and visualize the progress of contacts throughout your sales process.

A unique sales cycle can be created for each Contact Type.

To create a new step in the Sales Cycle, first, navigate to the Settings menu, click on Sales Cycle, and:

1. Click next to “Add New”
2. Select whether the new step is Inactive or Active
   • Active steps in Sales Cycle will be displayed in your Pipeline and Dashboards.
   • Inactive steps are a way of showing the contact is not actively progressing through the Sales Cycle. These are often lost leads. These steps are not displayed in your Pipeline or Dashboards.
3. Enter the step’s Sort Order
   • This designates where in your Sales Cycle this step should fall.
4. Name the Step
5. If during this step in your sales process a customer is quoted or closed select the appropriate check box to automate tracking of this parameter.
   • If customer is neither quoted nor closed in the step don’t check either box
   • Note: Each step following the point when a client is quoted, you will want to check that box, so the data is tracked correctly.
6. Select if the step has a designated Assigned User
7. Check the Add Notification box if you want a Notification that a contact has reached this step.
8. Click

If you cannot see or edit your Sales Cycle that means it has been locked at the enterprise account level.

Please Note: If you have any contacts currently in a sales cycle step, you can only edit it, you will not be able to delete it.

Opportunity Settings allow you to see and create Opportunity Templates that are available for all contacts.

To create a new template:

1. 1. Click next to “Add New”.
   
   In the new window enter:
   
2. The Opportunity Name
3. The likelihood of this type of opportunity closing
4. The Deal Size
5. If an Appointment has generally already been set
6. Click when done

Please note the only required filed is the Opportunity name. Fill out the remaining fields based on what will work best for your organization.

To edit an existing Opportunity template click .

To delete an existing Opportunity click .

The email signature page allows you to create an email signature for your login and potentially for all users in your organization.

Use the text editor to insert and edit images and/or texts.

To make a signature conducive to being reused by multiple users please make sure to use the Logged In User Tokens.

We highly recommend not using the table feature of the text editor to create signatures.

When you are done click “Save Template”. If you wish to send it down to all sub accounts and users then click “Export Signature To All Sub Accounts”. If you want to protect from being changed click the box next to “Protect from Overwriting”.

A common issue that has been reported by our users is when they design their signatures they have an image or logo they want to the left of their information.

When they design their signature in our text editor it appears to do just that, but when it is sent the image or logo is above the information.

Here is how to fix this issue:

1. Go to Settings
2. Got to Email Signature
3. Click in the text editor this will open the code editor
4. scroll to the top of the code
   • This is important in case you have more than one image.
5. You will see this:
   • 
   • To be clear this may not be the very first thing in the code. You want to find the first <div…> followed by a <figure…> that is listed in the code.
6. Highlight the <div ….> line
7. Replace it with this (copying and pasting is very acceptable):
   • <div class=”se-component se-image-container __se__float-left” style=”float: left” contenteditable=”false”>
8. You may have to add spaces at the beginning of your text lines to create the proper space between the text and the image. This can be done in the regular editing mode. It does not need to be done in code editor.

Always test your signature in an email to make it looks the way you want it to in delivery.

Our Log Codes function allows you to provide a systematic framework of reporting calls “Call Codes” within your organization. This directly affects what is available to your organization in the Log-a-Call feature in the Whiteboard Tab.

When your team uses this tool within a client profile, they can send automatic updates to the account owner by email or text that includes the logged call notes and Call Codes attached to it.

When setting this feature up, you can select whether communication on Log-a-Calls is done via Email and/or text by default.

You can create your Reason and Disposition Codes

1. Select Contact Type
2. Select Code Type
3. Enter Code name
4. Enter a description
5. Click

You can also see the list of your current Codes at the bottom of the page.

As a note, Reason Codes are there to provide the reason for the call, such as, “Reschedule”, “Complaint”, “New Service Request”, etc. Disposition Codes are intended to indicate what action was taken with the client on the call, such as, “Rescheduled”, “Cancelled Service”, “Forwarded to Sales”, etc.

These settings affect how things are handled in your system when someone calls your ClientTether account phone number.

You have seven general setting choices in this section.

1. Caller Id – select if you would prefer to see the ClientTether Number on your phone or the number of the client calling in.
2. Play Client Status Message – Let’s the caller know they have reached your company and someone will be with them shortly. This setting also immediately calls your team (per the call settings below) and notifies them of who the caller is (if known) and gives them the option to accept or decline the incoming call. If Declined, the caller will receive a notification that all agents are busy and that they can leave a message.
3. Ring Time Before Rolling – how long the caller is allowed to be on without an answer. Depending on your settings this will either move them straight to voicemail or to the next number if you are using Ordered calling.
4. Default – Calls the number listed as Phone on Account Info Page
   1. You will note there is a check box below the Default setting. This will route automated calls to the phone number for the Assigned User. This will work as long as the Assigned User account has a phone number listed in their user profile.
   2. Pass Through – Allows you to tell the system to NOT check for machine answering, which allows a machine to answer and give a prompt or message. Ideal if you are using a hunt group for your main number. This feature is not available in all accounts. If you are interested please reach out to your Client Success Manager.
5. Ordered – Will ring through a set order of users.
6. Simultaneous- Will call a set group of users at the same time. The first to pick up gets the call.
7. This field is for you to type the phone number you want incoming calls to your ClientTether Account phone number to be forwarded to.

With ordered and simultaneous a list of users and phone numbers will appear that you can move between Active and In-Active columns.

Please note the order is important for the Ordered setting. The order does not matter on simultaneous.

The Tags tab in Settings allows to see all of your accounts tags in one place.

You can:

• create new tags
• edit existing tags
• see which contacts have these tags
• duplicate the tags to a sub account
• delete tags

1. Set up Recur360 Account*
2. Make sure Recur360 is linked to Quickbooks Online*
3. Go to ClientTether Settings
4. Go to API Tab
5. Copy Web-Key for Account
6. Go to Recur360 Settings
7. Go to ClientTether
8. Paste in Web-Key

Information will now flow Automatically from ClientTether to Quickbooks via Recur360.

*Please note for these steps you will need to directly coordinate with Recur360

Data Flow

This integration allows you to create your clients and proposals one time in ClientTether and Recur360 will move that information into Quickbooks for you.

The begining of this process happens when Recur360 automatically syncs with ClientTether every 6 hours. If you need it to sync more than that you can manually trigger the sync from within Recur360 at anytime.

When Recur360 Syncs with ClientTether it checks the Sales Cycles and Payments in Proposals. With each sync the following will be completed:

• When a client is in the Sales Cycle Step used to indicate you have created a proposal:
  • Recur360 uses the client information from ClientTether to create a customer in QuickBooks
  • Recur360 will also create an estimate in QuickBooks based on the proposal details in ClientTether.
• When a payment has been added to a proposal in ClientTether:
  • Recur360 will add that payment as an Unapplied Payment to the existing customer in Quickbooks.
• When the Sales Cycle Step reflects the job is complete
  • Recur360 will create an invoice in QuickBooks based on your proposal in ClientTether for the customer
  • All Unapplied Payments from the customer for that invoice will automatically be applied to that invoice.

Automated Royalty Fee Collection

All payments entered in ClientTether or made directly through Recur360 are automatically tracked for you.

All franchisees are charged their royalty fee automatically, daily. This will cover all payments they have recieved for the past 3 day waiting period.

A check will automatically be written in the Franchisee’s Quickbooks Online file for the correct Royalty amount.

Recur360 Reporting

All franchisees will be able to see an audit log, within Recur360, of all data sent from ClientTether to Quickbooks Online.

Meanwhile, the franchisor will have a Royalty Fee collection report listing all pertinent details.

Once you are in the Add-Ons tab in your Settings, there are two simple steps to activating this feature.

1. Check the box next to Recur360
2. Enter your Unique Key from Recur360

1. Go to Proposal Overview Tab
2. Click Recur360 Button
3. In Recur360 window, enter in all payment information
4. Once you have collected the payment in Recur360, it will automatically update the proposal with a record of the payment.
   1. If you don’t see the record refresh the proposal page.