Account Settings

January 8, 2021


If your ClientTether account has been enabled as a Multi-Unit account, you will be able to add sub-accounts beneath your Enterprise Account. If not, you will not see the Account tab in the Settings menu within your account.

The Account tab in the Settings menu allows you to

  1. Login as a Sub-Account’s Account Owner
  2. Edit Existing Accounts
  3. Delete Existing Accounts
  4. Create New Sub-Accounts


  1. Create New Sub-Account
  2. Login as Sub-Account
  3. Edit Existing Accounts
  4. Delete Existing Accounts
  5. Complete Set Up for New Sub-Account

Create New Sub Account

Click next to “Create New Account”

Once the new window appears you can enter in the following information:

  • First Name*
  • Last Name*
  • Phone Number*
  • Email*
  • Username*
  • Company Name*
  • Web Address
  • Account Owner*
  • Time Zone
  • Choose if you are cloning an account
  • Activate Proposal System (Must be activated in Add ons)
    • Royalty Rate
    • Marketing Rate
  • Set the Password*
  • Select if Self Pay Account (Must be Activated in Add ons)

Anything that is denoted with a * is required.

Login as Sub-Account

You can click next to the account to login to that sub account.

This is helpful if you want to review that account’s pipeline details, lead conversion rate, activity, or other reports. It also enables you to view contacts, history, and to help support sub accounts by engaging contacts on their behalf.

Edit Existing Account

Click and you can edit the account’s:

  • First Name
  • Last Name
  • Phone Number
  • Email
  • Company Name
  • Web Address
  • Account Owner
  • Time Zone
  • Activation of Proposals
    • Royalty Rate
    • Marketing Rate
  • Update Password

Please remember you cannot currently activate self pay for an existing account.

Delete Existing Account

Click to delete an account.

You cannot undo this action once it is done.

Also be aware that you cannot delete an account that has sub accounts.

Complete Set Up for New Sub-Account

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
  2. Select a phone number

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

Self-Pay Sub Account Feature

December 31, 2020


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 Settings

December 31, 2020


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.

Sales Cycle Settings

December 31, 2020


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

December 30, 2020


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 .

Email Signature

December 22, 2020


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”.

Putting Logos on left side of Signature

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.

Log Codes

November 20, 2020


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.

ActionPlans Settings

November 16, 2020


The purpose of the ActionPlans settings are to allow you to control communications that come in and out of ClientTether.

Please make sure to click the save for each category if you make any changes in those categories.


Action Call Options

Action Call Options are settings specific to immediate or delayed automated calls in action plans.

You have three general choices

  1. Default – Calls the number listed as Phone on the 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. Ordered – Will ring through a set order of users.
  3. Simultaneous – Will call a set group of users at the same time. The first to pick up gets the call.

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

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

ClientTether Phone Returns

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.

System Emails to/from Users

This series of settings allows you to determine what happens when emails are being received into the system and being sent out from the system.

You have three General Categories

  1. BCC Account Owner When… – Allows you to choose to bcc the account owner when certain events take place such as when
    1. Action plans or scheduled emails are sent
    2. Bulk emails are sent
    3. Manual Emails are sent
    4. New Leads are created by parse, post, or API
    5. Account Owner sends an email
  2. Send Today’s Schedule To… – You can opt to have the schedule sent to either the account owner or the account users. If you don’t check either box it won’t be sent to anyone.
  3. Action Plan Emails
    1. You can opt to have Action Plan Emails “sent” from Assigned Users. If this is not checked all Action Plan Emails are “sent” from the account owner.

Account Text Settings

These settings affect how things are handled in your account when you receive a text to your ClientTether number.

In this category you have four settings.

  • The phone number you want to receive all text notifications if there is no Assigned User (AU)
  • Whether to send texts to the Account Owner during Operation hours only or not.
  • Whether to send Delayed Action Plan texts during business hours only or not.
  • End Connection Plan on Return Text

The Account Text Settings are related to the Notification Controls.

In the Account Text Settings, enter the phone number where ‘all’ Text Notifications should be sent if the Account Owner’s Settings includes Text AU and the Contact does not have an Assigned User (AU).

Notice the Purple ellipse in the image above. This highlights that Text Received is set in the AO’s settings to send the AO a message by text if they are the AU or fwd the text to the specified number if there is no AU. In other words , if a text is received from a Contact that does not have an AU, then the text notification will be sent to the phone number entered.

For example let’s suppose two different Contacts send a text message into the system. One has an AU and the other does not.

Contact 1 has an Assigned User (AU). Therefor the system will only consider the Notification Controls of the AU (both Text and Email).

Contact 2 does not have an Assigned User. In this case the Notification Controls of the AO will be considered. If Text AU is true, then a Text Notification is fwd to the specified number entered here because there is not AU. (If the Email AU is true, then the system will fwd an email to the AO’s Email.)

Notice the second checkbox in the Purple ellipse is not checked, which means if Contact 2 sends in a “Stop” texting me message, that message will not fwd to the specified number entered here.

One might ask, is it possible to shut down Notifications enough that all messages are essentially lost? The answer is, “yes”. But Notification’s control on a User by User basis is the User requested feature now embodied in Notification Control and Account Text Settings. The Account Text Settings is an attempt to have one last bucket to collect messages.

Tags Settings

November 16, 2020


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


November 13, 2020


Recur360 allows you to integrate your ClientTether proposal system with QuickBooks.

Recur360 simplifies your to do list by

  • Recording payments documented in ClientTether to your Quickbooks account
  • Updating payments received in Recur360 to your ClientTether Proposal and Quickbooks
  • Allowing you to collect payments in Recur 360 with push of a button in your proposal system.

This feature is not available to all accounts in ClientTether. If you would like access to it, please reach out to your Client Success Manager and Recur360.

You will need to coordinate with Recur360 and provide them with the information they need to set you up for this integration on their side. They will most likely need your:

  • X-Access-Token
  • Names/Ids for your Sales-Cycles


Turning on Recur360/Quickbooks/ClientTether Integration

  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

Recur360/Quickbooks/ClientTether Integration in depth

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.

Turning on Recur360 Payment Collection

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

Utilizing Recur360 Payment Collection

  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.