• Customize Contact Name
  • To customize the name of the Contact Types (Employee, Partner, Vendor and Other) within the account, visit the Contact Type tab in Settings.
  • From the Contact Type tab, click on the Contact Type name you wish to edit and update the name accordingly. Click enter and the update is autosaved. Refer to the video for a full tutorial of this process.

• API Duplicate Check at create_client
  • To perform a Duplicate Check on create_client, visit Settings and toggle the button to on. Note that by default for existing accounts and new accounts this feature is set to false (off). Additionally, cloned or sub accounts created will also be set to false. To update, visit Settings and update toggle accordingly.

• Custom Fields
  • When adding a Custom Field within a Contact Profile, the new field is currently also added to the Custom Fields list in the Settings menu. Now, from the Custom Fields tab in Settings you can elect to add this new Custom Field to all Contacts within your account by clicking the far right icon .
  • Please note that when updating all Contacts to include this newly added Custom Field, the update process timeline will be determined by both the volume of Contacts within the Account as well as ongoing system activity.

• Editing Manual Appointments now includes the option to edit related Event Plan Action Plan steps.
  • If an existing Appointment is edited/changed there is now a pop-up menu feature that gives you options to continue, restart or remove existing Event Plan Action Plan steps that were tethered to this Appointment set within the Events tab in the Contact Profile.

• To add a Custom Field, after clicking the tab icon to expand the Contact Info tab, click on the button. Now choose the input field type from the drop-down selections. Next, add the name of this Custom Field in the Label field and then add the Value and click the This Custom Field is now added to this Contact Profile. To also add this Custom Field to ALL CONTACTS within your account, proceed to the next step.

• When adding a Custom Field within a Contact Profile, to also add this new Custom Field to all Contacts within the account, navigate to Settings–>Custom Fields and click this icon at the far right of that specific Custom Field you wish to add to all Contacts within your Account.
• Please note: When updating all Contacts to include this newly added Custom Field, the update process timeline will be determined by the volume of Contacts within the Account as well as ongoing system activity.

ClientTether provides you several options for placing calls to contacts.

• Click to Call from the Contact List
• Click to Call from within the Contact Profile
• Scheduling a call from the Event Tab with a Contact Profile
• Scheduling a call via an Action Plan

Calls placed from ClientTether will be made with the phone number selected for your account. It is displayed in the Settings header under the ClientTether Number heading.

Having your calls placed through ClientTether is very advantageous because:

• Option to record calls
• Calls are documented in History Notes
• Automation options with the Event Tab and Action Plans

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.

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

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.

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 will only appear if you turn on the Notification Roll-up Add-On.

Please note both of these settings are applied to the specific user not the account as a whole.

The control tab allows each User to decide exactly what type of Notifications they will receive.

In some cases you have three options for your notifications:

• System
  • This controls whether the Notification is displayed in the right side panel of ClientTether. This is not specified by AU.
  • This option is available for every Notification type.
• AU
  • System Notifications will only show to you for that notification if they are generated in relation to a contact where you are the Assigned User.

• Text AU
  • If the user is the Assigned User for the contact then they receive a text Notification.
• Email AU
  • If the user is the Assigned user for the contact then they receive an email otification.

Please also note that if the User is rolling up Notifications they will only see the roll up of the notification types they have selected in Control.

Also if you use the gold login button for an account or the green login as button for a user the notifications you see will be the same as the user you just ‘Logged in as’. Your credentialed settings do not go with you.

Control tab is always available in the Notification tab regardless of what Add-ons are turned on or off for the account.

The roll up tab allows you to select sub accounts you wish to see notifications for in your right side panel while being in the parent account.

Please note if you have selected to see only specific notification types in the control tab that those types are the only notifications that will roll up to you from the subaccounts.

Remember this setting saves per user and is NOT a universal account setting.