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

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.

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

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:

1. Go to Action Plans
2. Open the Action Plan you wish to add the step to
3. Add a new action step
4. In the Action Type drop down list select Google Sheet.
5. Link the Google account that has editor rights to the Google Sheet you wish to update, by clicking on the drop menu for Authorized Google Accounts.
   • To add an authorized Google account just select “Add New”
   • Click the blue button that appears that says “Authorization with google”
   • Select which of your Google accounts you wish to authorize
   • Click Allow
   • Then go back to the drop-down list and select the newly authorized account.
6. Next, paste in the Google Sheet ID
   • This is found opening the desired Google Sheet and copying the id number from the URL for the Google Sheet
   • 
7. Select the Payload
   • If you opt to send full Contact Payload your sheet needs to be designed to have headers for every piece of the contact’s payload
   • If you want to only send specific information from the Contact, you need to map your Sheet’s Columns to the specific data being sent. Be sure to place the data you are sending in the same order of the Sheet’s Columns. For easy mapping, put the same name of the Sheet’s column header as the Key Name. Then select the corresponding Contact Token as the Value to be sent. Click Save after each Key Name-Value pair you create.
   • You can also set a fixed Value without a token, but that value will always be what is sent.
8. Click “Save Action” once you are done with editing the step

Each time this action step runs, it will push the selected data from the client record into the specified Google Sheet.

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.

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.

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

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.

TetherPay allows you to accept payments within ClientTether.

TetherPay is possible because of a partnership between ClientTether and Stax.

It is important to know that all sensitive payment information is stored and directly managed by Stax.

Before starting the process to use this integration please be aware of the following:

• You must fill out an application with Stax via our integration (more on that below) and be approved.
  • Application includes a SOFT pull to get your credit score.
• You will be charged a transaction fee
  • Depends on type of transaction
    • ACH (least expensive)
    • Debit
    • Credit Card (Most expensive)
  • Transaction fee differs based on
    • Type of transaction
    • Banks involved

You will need to gather all of the information listed on the TetherPay Enrollment Application Checklist.

Please be aware that this is an application NOT a sign up. You can be rejected. The top three reasons for being denied are:

• Not completing your application in allotted time.
• Providing fraudulent, or false, information on the application
• Having a low credit score
  • This is checked with soft pull and will not affect your credit score.

1. Turn on in TetherPay Settings -> Add-On -> Premium
2. Go to TetherPay tab in Settings
3. Click Start enrollment here
4. Fill out form
5. Confirm email
6. Finish application
7. Wait for approval
   • Once approved Web Token and API Key will have been added to account
   • This can take a couple hours or a couple weeks. Please watch for emails from STAX that maybe asking for more information.
8. Access TetherPay will be available in:
   • ClientTether Proposal Version 2
   • New menu option in ClientTether between Calendar and Hello! menu.

Clarification: the TetherPay Menu shows up as soon as you turn on the Add-On however you will not be able to do anything with it until you applied and been approved for your Stax account.

If you are waiting on your approval you can access your application by clicking the Start Enrollment link in Settings->TetherPay and logging in with your credentials.

Royalty Settings

Once you have been approved you are ready to use TetherPay!

If you have subaccounts, before doing anything else take a minute go to:

1. The Settings Account tab, where it lists all of your sub accounts.
2. Go to the edit button by each of your sub accounts.
3. Look at the CT Pay section at the bottom of the account settings
4. Make sure the correct boxes are checked/unchecked for royalty payments on tips and Convenience Fees.

Make sure you do this for each of your sub accounts before taking any payments via TetherPay.

Where you can use TetherPay

With TetherPay there are two places where you can accept payments

1. ClientTether Proposal Version 2
   • Card Payments
   • ACH Payments
   • Accept tips
   • Record Payments made in Tab
2. TetherPay Menu link
   • Card Payments
   • ACH Payments
   • Accept Tips
   • Have access to other features available via Stax for TetherPay
   • Will need to manually enter payment on existing proposal to record in ClientTether.

IF you accept payments within the TetherPay Menu Link you will have to manually add them to your proposal V2 if you are accepting a payment tied to an active proposal.

We recommend the following Payment type designations in that situation .

• Card payment – Select Card
• ACH – Select Other

You cannot select TetherPay because that will open up a feature to accept a card payment.

Using TetherPay in Proposal Version 2

To utilize the TetherPay option in the proposal system:

1. Go to the active proposal that you are wanting to get paid on
2. Make sure the tip, credit card and ACH options is selected correctly on the proposal
   • You can set this account wide by going to the Settings-> Proposal -> Payment tab.
3. Click add payment
4. Select Date
5. Select payment Type
   • TetherPay – ACH
   • TetherPay – CC
6. Select payment stage
7. Enter amount
8. click Record
9. Enter in payment information
10. Enter in Tip if appropriate
11. Click Pay button
    • If payment information is not correct or incomplete then you cannot click the Pay button.
12. Client’s will be charged and Payment recorded in ClientTether Proposal.

Please remember that the TetherPay payment type is only for accepting new payments not recording payments you have already received via the TetherPay Tab.

IF you received payment in the TetherPay tab and not in the Proposal system, but want to record the payment to a proposal please select the other for how the payment was made.

How to use TetherPay in TetherPay Menu

Here is how to access the information in the TetherPay Menu

1. Click on the new TetherPay Menu item in your ClientTether header
   • Will be between Calendar and Hello! menu
2. Login with your Stax Login information
   • Please note there is an option for adding multiple users to TetherPay. We strongly recommend each member of your team have their own individual login.
3. After Logging in you will be taken to your TetherPay Dashboard from there you can Access
   • Reports
   • Payments
     • yes you can accept payments!
     • You will have to manually update in your payment history for any active ClientTether Proposals.
   • Invoices
     • Not the same thing as ClientTether Proposal system
   • Schedules
   • Disputes
   • Customers
     • This list is independent of ClientTether. You will have to update separately.
   • Catalog
   • Apps
   • Settings

For more detailed information on each of these features and EXACTLY what they entail please visit the Stax support page, and focus on the the StaxPay Section it will address these features in detail.

CC vs ACH Visibility

You can control the options that your customers see, CC vs ACH, when they open their invoice. This allows you to send an invoice to the contacts and limit which options they have to pay. (See video on left and images below.)

To begin, go to your Proposal Settings and visit the Payments tab. In there you will see the Payment Options for NEW proposals. These settings do not apply to existing proposals. See image below.

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 Text Templates
• View Thumbtack conversation within Contact Profile
  • Please note this does not currently include Thumbtack messages you send from within Thumbtack. Only messages you send out of ClientTether, but does include ALL incoming messages from Thumbtack.

To set up the Thumbtack integration please do the following things:

1. Make sure you have an active Thumbtack Account
2. Make sure you have a clear Lead Source in ClientTether created for Thumbtack
3. Reach out to your Thumbtack Account Manager and let them know you would like to activate the ClientTether integration.
   • They must turn on the integration on their end first.
   • Locate your Thumbtack Business ID for inclusion on the ClientTether Side.
   • Paste your Business ID into the Thumbtack Tab in ClientTether.

This may eventually be replaced with an OAUTH Login option to Thumbtack from within ClientTether.

Once Thumbtack is set up:

• Your leads will automatically be added to ClientTether from Thumbtack
  • Including being assigned the Lead Source and Action Plan you designated.
• You can receive notifications in the right side panel of incoming messages if you opt to do so in the Notification Settings Control Tab
• In the Contact Profile Thumbtack tab you will receive your incoming Thumbtack Messages and send out going messages.
  • You can select existing Text Templates for your manual outgoing Thumbtack messages if you wish.
• In Action Plans you can also build in a Thumbtack Action Plan Step.

Please note outgoing messages sent from within Thumbtack do not display within ClientTether.

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.

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

1. Go to https://parser.zapier.com/
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.

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.

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

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