Mailbox Power

November 6, 2020


Mailbox Power is a robust partner platform that allows our clients to send automated marketing materials directly to their clients’ physical mailbox as part of an Action Plan within ClientTether.

Using the Mailbox Power add-on as part of your action plans, you can now send personalized gifts such as:

  • Cards
  • Drinkware
  • Food
  • Pet Gifts
  • Personalized Boxes
  • Gift Cards
  • etc.

as an action step within your action plans.

When setting up your account with Mailbox Power please make sure you select a package that gives you access to third party integrations.


Turning on the Mailbox Power Add-On

  1. Make sure you have an active Mailbox Power Account
    1. If you need to sign up click here
    2. If it asks for an invite code use: CT2020
  2. Get your Mailbox Power API Key
    1. While you are logged in to Mailbox Power click on the settings Icon in the top right corner
    2. Then Click on the ClientTether Logo under the Integrations section
    3. Copy your API Key
      1. If no API Key appears please click the “Generate a new API Key” button
  3. Log in to ClientTether and go to settings
  4. Go to the Add-Ons Tab
  5. Check the box next to Mailbox Power
  6. Paste your API Key into the field Next to the Mailbox Power logo.

Utilizing Mailbox Power in Action Plans

  1. Go to Action Plans
  2. Select the Action Plan to which you would like to add a Mailbox Power step.
  3. Add a new Action Plan step
  4. For Action Type select Mailbox Power
  5. Give the action step a name
  6. Select if you want a notification
  7. Select the action timing (NOTE: These items usually take a business day or two to process and ship, and shipping can take a few business days as well. Keep this in mind as you plan how to use these steps in conjunction with texts and emails that deliver immediately when scheduled)
  8. Select Mailbox Power Contact list which will activate the set campaign.
    1. Please make sure that in Mailbox Power you have assigned you contact group(s) to trigger the correct campaigns. Click here and watch “How to Manage Campaign Recipients” to learn how to assign contact groups to campaigns.
      • We have found it is most effective to name the contact group the same as the action plan it triggers.
    2. If you do not have any campaigns Click Here, and watch “Campaigns” to Learn How to build them
      1. FYI – Mailbox Power was formerly known as Banner Season and Rocket Notes
  9. Click

Enterprise Settings

November 6, 2020

Enterprise Settings is available to the Enterprise Account Owner and Admins.

This portion of the account settings options allows the Enterprise Account Owner to maintain brand consistency, sale cycle, lead source, proposal template, and contact deletion consistency across all sub accounts. Our Franchisor and Dealer clients use this setting frequently to ensure data integrity across their national brands.

Remember that locking the lead source at an enterprise level will restrict franchisees or other sub accounts from adding their own lead sources to their accounts. This can restrict some flexibility at the local level that you may need to allow.

If you will be using ClientTether to track your Royalty reports, please note that you can adjust Royalty rates and Marketing Fees in this area of the account settings.

A Special Note on Sales Cycle

If you lock a sales cycle it will only lock the sales cycle for the Accounts directly under you.

It will not lock the sales cycle for accounts that are sub accounts for other accounts in your system.

It will not lock the sales cycle for other accounts that are the same level as you.


October 27, 2020


Our ClubReady integration allows information about clients to be easily passed between ClientTether and Club Ready to keep both systems up to date.


  • Turn on ClubReady Integration
  • Getting information from ClubReady to ClientTether
  • Getting information from ClientTether to ClubReady

Turn on ClubReady Integration

If the ClubReady add-on is not available in the Add-Ons section in your account settings, please reach out to your Customer Success Manager. They will help you coordinate getting access to it.

Otherwise to turn on the Club Ready integration Add-On

  1. Go to Add-On in Settings
  2. Click Check Box next to Club Ready logo
  3. Put in your API Key and Store ID from ClubReady

Getting information from ClubReady to ClientTether

To move new prospect and client records from ClubReady to ClientTether, follow these steps.

  1. Go to ClubReady Integration tab within ClientTether account settings
  2. Select Prospect type (from ClubReady)
  3. Match it to a Lead Source (Within ClientTether)
  4. Click Add Mapping
  5. Repeat as much as needed
  6. Click Clone Mapping to SubAccounts if you want this passed down to SubAccounts
  7. You can assign Prospect Types to Action Plans.
  8. Click to Add Mapping
  9. Repeat as much as needed.
  10. Once those are set go to top of page to Import Now and click Go.
  11. You can also see the date of your last import at the top of the page in the Last Import Date group.

Getting information from ClientTether to ClubReady

To send information into ClubReady

  1. Go to action plans.
  2. Select plan that you would like to update ClubReady from ClientTether.
  3. Add a step in the action plan called “ClubReady – New User Push”
  4. Move any user or group of users into an action plan that contains this step, and it ClientTether will automatically push these records to ClubReady

Proposals Settings

October 24, 2020


To help you centralize your operations, ClientTether provides a proposal system that is easily customized to suit your needs.

This page will provide the details on how you can customize the proposal system on your settings page.


Activating Proposal System

  1. Go to settings
  2. Click Add-Ons Tab
  3. Select Activate Proposal System 2
  4. Proposal tab will appear
  5. Select Proposal tab

Quote Header Settings

Quote Number and Prefix

Next Quote Number allows you to set the number that will be used for your first quote. From that point forward the system will auto-increment the number. This field will display the next number in the sequence.

Quote Prefix allows you to add a prefix to the Quote number. This can be used for branding or segmenting multiple system accounts in one Quickbooks account.

Page Header Information

Proposal Header Information Allows a series of check boxes that allow you select what you would like displayed for your clients on their quotes.

Production Manager Settings

In simplest terms do not use this setting.

When assigning a production manager for a proposal it will pull from the list of users on your account.

Do not use the Production Manager Settings to create new users.

Create new users via the User Settings Tab.

Tax/Display Settings

  • Tax Settings
    • Allows you to decide for the account (Not sub accounts) whether you want to:
      • Include Tax in Deal size
      • if all Line Items are to be taxed
        • If all of your line items need to be taxed this saves you time. Rather than making you go into each individual line item and have to check to tax it.
  • Tax Districts
    • This feature allows you to create individual tax settings for different areas in your territory
    • You can create a district by:
      1. Clicking Next to Tax Districts
      2. Enter Name
      3. Enter Labor Tax
      4. Enter Manual Tax
      5. Click Save
    • You can manage your existing Tax districts by:
      • Editing them
      • Marking a default
      • Deleting them

Additional Display Settings

  • At this menu, you can also determine the following:
    • Display taxes on Quote and the Invoice
    • Display discounts on the Invoice and Quote
    • Show Line Items on the Invoice
    • Show Line Item price ($) on the Quote or Invoice.
      • Please note: If this option is selected, the Line Item price ($) and the column will both display. If not selected, neither will display on the quote or invoice.
    • Show Payment Schedule on Quotes
    • Remove the Category column from Quotes. If your structure is better suited to 2-Tier, this is recommended.

PDF Page Details

Use the top text field, labeled “Term and Conditions” to enter in any pertinent terms and conditions for your service that your clients need to know.

To include your “Terms and Conditions” information on invoices and and within the system user view, please toggle the “Terms and Conditions” switch on (as shown below) within Proposal Settings at the PDF Details tab. The default setting for this option is set as off or not shown.

Use the bottom text field, labeled “About Me” to provide any additional information about your services or company that would be beneficial for your clients.

Sub Contractor Emails

Use this setting to add in any emails for subcontractors that your company uses.

This makes it possible for you to email information directly from the proposal to your subcontractor.


The Pre-Notes section allows you to create notes for common things that you will encounter on a proposal.

Its not for a product, but rather notes about something.

An example would be “Dog present”

 Bid Types


The Bid Type setting allows you to assign Types, Category and Line Items for your proposals.

To help clarify an Type is the most general grouping, for example, Flooring.

The Category is the specfic category under the Type. So for Vinyl could be a category under flooring.

Line Item is the specific product. So Johnny’s Bamboo Vinyl Flooring would be the line item.

So the pattern is we work from the most general to the most specific Type->Category->Line Item.

So in the example it would be Flooring->Vinyl->Johnny’s Bamboo Vinyl flooring.


The steps for creating a Type are:

  1. Click the directly under Bid Type and to the right of “Add New Bid Type”
  2. Enter the Type name
  3. Select if you would like the room measurement feature to be on for this type.
  4. Select any sub accounts you want to allow access to this type.
  5. Click the button
  6. Click the at the type right part of the window
  7. You will see your new Type displayed at the bottom of the type list.


The steps for adding a new category are:

  1. Hover your mouse over any of the existing Bid Types
  2. Click on the icon next the Bid Type you hovered your mouse over
  3. Enter the name for the category
  4. Select the display order
  5. Select the bid Type
  6. Click button
  7. Click in top right part of window
  8. Click next to Bid Type you assigned the new category to
  9. Your new category will be displayed below the Bid Type

Line Item

  1. Select any Drop down of Bid Type
  2. Then select any drop down of bid category
  3. Click next to category
    1. You will notice if you hover over this it will say “Add Line Item”
  4. In the Add/Edit Line Item select the category the line item will under
  5. Select item type: Labor, Materials, Notes
  6. Give the Item a name
  7. Write a description of the item
  8. Enter Display Order
  9. Check if taxed
  10. Add any custom fields
  11. Enter any calculations for retail and/or sub rates
  12. Click

Please note: You can also set and save the default field size for your notes in Line item.

Formatting for your notes will also carry over into the quote and invoice descriptions settings.

Please note: When you delete a Line Item, a dialogue box will appear and you must click “OK” to continue. Once deleted, you can view the Line Item in the Archives Tab in Proposal Settings. From that menu you can restore it for use if needed by clicking on the green arrow. Also note that when a Line Item is deleted and archived it will still show in Proposals where it was previously used.

Calculations for Line Items

Predefined calculations for line items will save your team lots of time and take away the potential for human error when calculating totals for proposals.

In this section we are going to walk through how to build those calculations successfully in the Proposal Settings.

These calculations can be created by using Custom Fields and Constants.

  1. Create any needed Constants
    1. On the Proposal Settings page hover your mouse over the bid type the Line item will be under
    2. Click
    3. Enter the name of the new Constant in the Label field
    4. Enter the Value of the new constant in the Value field
    5. Click
  2. In the specified Line item create any needed Custom Fields
    1. Across from Custom Form click
    2. Create a name for the field by entering it in the Field Label field.
    3. Select Field Type
    4. Enter Default Value (not required)
    5. Indicate if the Field will be included on the Quotes by checking the Checkbox
    6. Select Field Size
    7. Enter field Calculation
      • Only available for Field Type “Calculated”
      • Please note any variables used for these calculations must either be Constants or Field Keys for Custom field that are above the current Custom field. You cannot use Custom Fields Field Keys below the Custom field you are working on.
  3. Create Calculations
    • Three Places this can be done
      • Field Calculation for a specific Custom Field
        • Total for specific field
      • Calculation for Line Item Total: Retail
        • Total for Line Item for Quote
      • Calculation for Line Item Total: Sub Rates
        • Used for calculating costs for sub contractors
        • This will be shown on work orders
    • Use order of operations when creating calculations
    • Using Tokens in calculations
    • Below is a list of symbols that could be used to create your calculations
      • () to set order of operations
      • * Multiplication
      • + addition
      • – minus
      • / division
      • % modulo

Sharing Bid Types with Sub Accounts

In the proposal settings you cannot share the following directly to sub accounts

  • Sub-Contractor emails
  • Pre-Notes
  • Quote Types

However, you can directly share a bid type with sub accounts.

This will autmotically share the categories and line items under the bid type.

Please be aware sub accounts cannot edit line items that have been shared with them. If they wish to make a change they can duplicate the line item and make their desired adjustments to that duplicate.

To share the bid type:

  1. Hover your cursor over the bid type
  2. Click
  3. In the window click on the field under “Select SubAccounts”
  4. Select the account(s) you wish to share this with.
    • Please note that any accounts you have already shared it with will appear in this field, and will appear with light grey text in the drop menu.

Account Info

October 24, 2020


The Account Information page allows you to have direct control over the key information about your company and account.

It also has settings to help you control the look and feel of your account.

Please remember after making any changes you need to click .


Account Information and Preferences

Below are the following setting options you have in the Account Section:

Active/Pause Switch – If this switch shows active then all action plans will be running. If it reads paused then no actions plans will run in that account.

First and Last Name – The first and last name of the main contact for the Account.

Company – The company name. This will also be how your company name is displayed.

Account Holder – the name of the Account Holder. This is usually the same as the first and last Name.

Address 1, 2, 3 – These are used to store your company’s mailing address.

Phone – This sets the default phone number for the account. This is the number that will be called by default for all Action Plan automated calls.

Office-Phone – The number that will be inserted into your email unsubscribe footer to ensure CANSPAM compliance. It is a display only field in that place.

Website – Allows you store your company’s website information in ClientTether.

Email – Sets the default email for the account. Unless other options are selected, this is the default email that will receive daily reminder notices and will be the reply-to email for outbound emails from Action Plans.

Notification Auto-Delete Days – This allows you to set how many days a notification will be in the notification bar before it will automatically be removed.

Record Call Switch – If green, or on, all calls in and out of will be recorded. If grey, or off, the calls will not be recorded.

Notification Switch – If green, or on, you will hear a ding every time you get a notification. If it is grey, or off, you will not hear the ding.

Changing Password

This allows the Account Owner to change their log in password. To do this:

  1. Type your current password in the field marked “Current Password”
  2. Type in the new password in the field marked “New Password”
  3. Confirm the new password by retyping it in the field marked “Repeat New Password”

Common mistakes include mistyping your current password or having the two instances of the new password not match.

Theme Settings

Theme Color will adjust the text color in certain areas of your account.

Header Color will adjust the color of the header.

Footer Color will change the color of the footer.

Logo allows you to upload your company logo. This will then be displayed in the top left of the header and the bottom right of the footer.

Email Settings

August 26, 2020


Email settings allow us to set up SMTP and IMAP configurations with outside email services.

In other words, you can send email out from ClientTether from your email account, whether it be GMail, Outlook, iCloud, etc. This can help boost your deliverability rates and keeps a record of all sent emails in your email account Sent folder.

Always make sure, when you use this feature to check the box in the top that says enable SMTP and IMAP as you set up your connection.

Make sure you have done everything with your email service to allow SMTP and IMAP options to be available. This differs by service, so you will need to verify with your email provider anything you need to do on your end.

If you need to find out who hosts your email service please follow the directions in this link.



The Custom option allows you to use any email provider to set up your SMTP/IMAP service with.

You will need to look at documentation provided by your email provider to get the

  • SMTP Host address
  • SMTP Port
  • IMAP Host
  • IMAP Port
  • Password (Usually App Specific)

Make sure you check the Check Box for Enable SMTP and IMAP


Gmail is by far the simplest setup. This can be used with any google email system.

  1. Check box for Enable SMTP and IMAP
  2. Select Gmail (Auth Process)
    1. If you set up Gmail through the old process you will need to do this new process. You will see the word’s OLD and NEW. Select the Gmail with NEW. See this video.
      1. If you don’t see New and Old then you never set up on the old system.
  3. Type your email address into the box
  4. Click “Sign in with Google” button
  5. Select the google Account you wish to use
  6. Click “Allow”
  7. You will see a message appear in green that will say “Success: Congratulations, token for your gmail is generated successfully.”
  8. Click “Test SMTP Send” and you will get a test email sent from ClientTether that will display that it was sent from your email address.

Please note that the name that shows on your GMAIL SMTP sent emails is your First Name and company name in your ClientTether Account.


The the SMTP Host/port and the IMAP Host/Port are already provided for you here. You will just need to

  1. Check box for Enable SMTP and IMAP
  2. Enter your email address
  3. Get the correct password
    • This should be an app specific password
  4. Log in to the app to connect your email account to ClientTether

Outlook OAuth 2.0


Connecting ClientTether to Outlook

To connect to Outlook please follow these steps

  1. Go to Settings in Hello! menu
  2. Go to Email (SMTP & IMAP) Tab
  3. Select “Outlook via OAuth2” from the dropdown Menu
  4. Click “Sign in with Microsoft”
  5. Select the Microsoft account you wish to link to ClientTether
  6. You will be directed to a sign in page
  7. Once your sign in has been verified you will be directed back to ClientTether and see you are connected.

Warning: Some PDF files will not be allowed to send via Microsoft SMTP OAUTH 2.0. This is something caused on Microsoft’s side and is outside of ClientTether Control. To be safe we always recommend attaching the PDF files as a link and not as an attachment.

Email capabilities

This connection will allow you to send emails directly from your Microsoft Outlook account via ClientTether.

As long you have clicked the checkbox next to read email your incoming Microsoft emails will create a notification in ClientTether and be accessible via the history notes.

Please be aware that there can be up to a 15 minute delay from when the reply email hits your Outlook account and it shows up in ClientTether.

Disabling SMTP and IMAP Email Setting

  1. Uncheck Check box for Enable SMTP and IMAP
  2. Go to Custom option
  3. Make sure all fields clear
  4. click “Save Settings”


August 20, 2020


Zapier is a no-code or pseudo-code integration hub that allows you to integrate (through APIs) or send “Zaps” between two other software platforms.

A “Zap” is a packet of information that is pulled from one software platform, and formatted by Zapier so it can be used by the other.

ClientTether takes in information to our API from Zapier through “Zaps”, and sends information into Zapier as well.

You can register to use our pre-made Zaps here.

Please keep in mind this a support page for ClientTether not Zapier. This content focuses on how to use Zapier with ClientTether, not how to use Zapier in general. For more information on just Zapier, please visit their support pages by clicking here.


How to add ClientTether to your Zapier Applications

First, use this link to register to use the ClientTether pre-made Zapier Actions: Zap Link

After you’ve completed the registration, continue to build your Zap. At the time Zapier asks for the Action App name, type in “ClientTether.”

You’ll be presented with multiple options, please select the highest number version. (i.e. 1.2.0 versus 1.1.0).

Next, you’ll need information from your account to complete the integration process.

Please note the following:

  • The Web Key and X Access token in Zapier for ClientTether are dummy tokens.
  • You have to replace them with the correct Web Key and Access Token for your ClientTether Account.
  • Your Web Key is listed in the Settings menu’s API Tab in ClientTether. If you are an Enterprise account, the X Access Token will also be there.
  • You will have to copy the web key and X Access Token from ClientTether and paste it into the fields in Zapier to replace the dummy keys.

Note: If your account is a sub-account in the system, meaning you are part of a larger organization, a franchise system, or a dealer network using our platform, you will not see an access token. Please connect with your corporate/leadership team for support in accessing this information.

Click here to see the slide deck used in the video presentation.

Click here for a video to see where you edit the X-Access Token and Web Key in Zapier.

How to Build a Zap to get information into ClientTether

  1. Go to Zaps (Menu on left side of screen)
  2. Click “Create Zap” Button
  3. Select Application you are sending information into ClientTether from
  4. Select the triggering event
  5. Select Account
  6. Run Test to ensure it can access the needed information
  7. Select ClientTether to receive the information
  8. Select what you would like ClientTether needs to do with that information
  9. Select ClientTether Account – If you need to add a new account here click new account and update the web key.
  10. Fill out correct information
  11. Run Test
  12. Your Zap is good to go!

For creating contacts in Zapier you have a simple and detailed options. Generally simple will be sufficient if not use detailed

How to use Zapier’s Parser to Receive Information Sent from ClientTether

If you’d like to push information from your ClientTether account into an operations platform or other tool, you may need to set a Zapier parser to receive and route this information to the platform you’d like to integrate with. This Section is broken into three sub sections

  1. Creating a Zapier Parser Mailbox
  2. Creating a Zapier Parser Template
  3. Creating a Zap from a Zapier Parser

Creating a Zapier Parser Mailbox

  1. Go to
  2. Select “Log in with your Zapier Account”
  3. Select “Authorize”
  4. Click “Create Mailbox”
  5. Click “Skip Waiting”
  6. Name the Mailbox (all letters need to be lowercase) something that tells you exactly what it is used for.
  7. Click “Save Address in Template” button on lower left part of the screen.

Creating a Zapier Email Parser Template

  1. In your ClientTether account go to Action Plans menu
  2. In the Action Plan that you will use to send information, create a step that sends an email (with the “Client excluded” option checked) to the Zapier Mailbox.
  3. Create a format for information to be sent. We recommend using easy headers, such as “First Name:”, “Phone:”, etc. You’ll want to use each corresponding Token following each header, which will be automatically populated by ClientTether when sent.
    1. Example:
      First Name: {{client.firstName}} ||
      Phone: {{client.phoneCell}} ||
  4. Next use a contact to test this on.
  5. Go back to your Zapier Parser Mailbox list.
  6. Select settings Icon on far right of the row of the Mailbox you wish to add a template for
  7. The Template will auto fill the email you just sent.
  8. Highlight where the information is with the mouse and name them accordingly.
  9. Click “Save Address and Template”
  10. Go back to ClientTether, and send a second email.
  11. Check your Zapier Parser Mailbox by clicking on “View Emails” just right of the correct mailbox.
  12. Look over the email you sent in. Make sure that it has extracted the information correctly.
    1. If it has not, then click “Report inaccurate” and re-highlight the correct portions. Then retest.
    2. If it has, then your parser is set up and ready to go.

Creating a Zap from a Zapier Parser

  1. Click “Zaps” on menu on left side fo the screen
  2. Click “Create Zap”
  3. For Choose App & Event look at Built-In Apps, and Select “Email Parser by Zapier”
  4. For Choose Trigger Event select “New Email”
  5. Click “Continue”
    1. If first time using a parser click “Sign in to Email Parser” by Zapier
    2. Click Authorize in pop up window
    3. Click Continue again
  6. Select Correct Mailbox
  7. Click “Continue”
  8. Click “Test Trigger”
    1. If nothing fills in then there are no emails in that Mailbox.
  9. Click Continue
  10. Select the App you wish to send to
  11. Choose what Action Event you want Zapier to do in the Application
  12. Click “Continue”
  13. Select the correct Account
  14. Fill in correct information for Zap as prompted
  15. Click Continue
  16. Click “Test and Continue”
  17. Check You application and make sure everything was entered correctly

How to use ClientTether Webhooks to send information into Zapier

  1. Get URL from Zapier Zap
    1. Create new zap (Each Zap will have its own URL)
    2. Select Webhooks for Zapier as the App Event for the Trigger
    3. Copy URL Address from Custom Webhook URL
    4. Don’t click Continue yet
  2. Build a Webhook action plan step in ClientTether
    1. Go to the action plan you wish to add the step in
    2. Paste URL from step 1.3 into the URL field
    3. Leave headers blank
    4. Select Post Method
    5. Select JSON for Payload style
    6. Add in the information you want sent in the Payload fields
    7. Save Action
  3. Send Test from ClientTether
    1. Assign action plan to test contact
    2. Check contacts history notes
      • Note made with response from Zapier will be there
      • make sure it says status: success
  4. Run the test in Zapier
    1. Go back to our Zap from earlier and click continue to run the test
    2. Your test contact’s information you sent from 3.1 should be there
  5. Extract Information from Webhook to Other Software in Zapier
    1. Select the software you need to send the information to
    2. Plug it in like you would with any other Zap

Hosted Pages

July 20, 2020


Hosted pages are designed to allow your team and clients access to tools that we host on our servers like:

  • Online Scheduling tools
  • Data Entry Forms
  • Chatbots

Most Hosted Pages allow two different access points. One is for known Contacts that are already in your ClientTether CRM. The second is used for potential contacts that are not in the ClientTether CRM already.
Note: For security reasons, you cannot iframe a hosted page on your site. However, you can create links to our Hosted Pages.



Hosted Pages can be used by embedding them in websites or by using them in templates by utilizing hosted page token with the correct “Slug”.

You can also use them when scheduling events in a contact profile


These are the types of hosted pages you can create.
Simple Lead Form
– Custom Lead Form
– CT-Sign
– New Meeting Schedule
– Private AI Chatbots

ChatTool Test Page

This page will be activated by out ChatTool Engineer if you have commissioned at ChatTool to be built. It is designed to allow you to test your ChatTool before launching it on your website.

If you are interested in a ChatTool please reach out to your success manager.

Lead Form

  1. Go to Settings
  2. Select Hosted Pages Tab
  3. Click between “Hosted Pages” and “Add New” in upper left corner
  4. Create unique name
  5. Create unique Page slug
  6. Select “Simple Lead Form” from Type drop menu
  7. Select Categories you wish to include in lead form
  8. When done click


  1. Go to Settings
  2. Select Hosted Pages tab
  3. Select icon next to Hosted page you wish to edit
  4. Make your desired changes
  5. When done click


  1. Go to settings
  2. Select Hosted Page Tab
  3. Find Hosted Page you wish to delete
  4. Select icon for that Hosted page.
  5. Confirm you wish to delete it.

After you have create a Hosted Page, you can share that page with subaccount using the identified icon in the image just above. When shared, the receiving subaccount will NOT be able to edit the hosted page. All editing rights remain with the originating account.

Users Settings

July 15, 2020


There are four User types available within your ClientTether account:

  • Account Owner (AO)
  • Admin User
  • Standard User
  • Salesperson

The AO can access all features within the account with the exception of the Call Center feature.

Admin Users can access/view all features of the account, mirroring the access/view of the AO, and also cannot utilize the Call Center feature.

Standard Users have a restricted or limited view of the account which excludes them from having access to edit Action Plans, delete Contacts, and change most Settings. Standard Users do, however, have access for to the Call Center Feature.

Salesperson Users have a restricted or limited view of the account which excludes the from seeing Contacts that are not assigned to them both in the Contacts lists and Pipeline. Additionally, Salesperson users cannot edit Action Plans or change most Settings. Salesperson users are able to set and save custom filters.

Please note: At the Users panel within Settings, the ID for API v2 is provided for use when creating an API or POSTing Calls in regards to specific Users.


Creating Users

  1. Go to Settings
  2. Click User Tab
  3. Click on icon next to “Create New User”
  4. Select User Type
  5. Enter First Name
  6. Enter Last Name
  7. Enter Phone Number
  8. Enter Email
  9. Create a User Name
  10. Select the Default landing page for this User (determines the first page this User will see after logging into the account).
  11. Select the Default Contact Profile Tab for this User (determines which tab within the Contact Profile is shown first).
  12. Create your Password
  13. Verify Password
  14. Select “Show Calendar” to have your calendar shown when comparing calendars for Events.
  15. Check the box at “Send Daily Email Reminders” to have ClientTether email you each morning with updates regarding Contacts within your account.
  16. Click

Once saved, this new User profile has been created. The new User will then log into the ClientTether account using the unique User Name and Password credentials created here.

Please note: The AO and Admin Users can log in and view the account as a specific User by navigating to Settings and then the Users tab. At the Users List, click on the login button adjacent to the User account profile you wish to view. Confirm your access choice at the pop-up menu and then view the account as that specific User/User Type to confirm access is as intended.

Editing User

  1. Navigate to Settings
  2. Click the User Tab
  3. From the Users List, click on the edit icon
  4. Update the User profile as needed
  5. If you update the password, please click to save your updates.
  6. All other changes made within the User profile will automatically save when you exit the screen.

Deleting User

  1. Navigate to Settings
  2. Click the User Tab
  3. From the Users list, click on icon adjacent to the User profile you wish to delete.
  4. Confirm this selection at the pop-up menu.
  5. Once deleted, the User profile will be stored at the list under the Archived Users tab.

Archived Users

Once Users are deleted their profiles are accessible in the Archived Users tab within the Users List.

Please note that Contacts assigned to an Archived User will have their assigned user box outlined in orange in the Contact Profile.

When a User is archived, the password is automatically reset by the ClientTether system to prevent access to the account using those credentials.

If you wish to restore a User, then click the restore button next the archived User you wish to restore.

Please not: If you restore the User, you must update/reset the password in the Users List and provide those updated credentials for access to the account.

Billing Info

June 4, 2020

The Billing Info tab will be available to enterprise level accounts and sub accounts utilizing the Sub Account Self Pay feature.

Basic Information about your current default payment card will display.

If you want to update your card enter:

  1. Credit card number
  2. Name on card
  3. Expiration date
  4. CCV for the new card.
  5. Click

This is will only be available to Account Owners and Admin Users.