This tab allows you to schedule three types of events:

• Call (An automated, scheduled call)
• Contact Reminder
• Next Appointment

You can schedule one of these events by

1. Selecting the Event in the event Type drop down menu
2. Decide if you would like to activate a Manual Type Event Plan from that drop down menu
3. Select if you want a notification when it is time for the event by Checking the Add Notification Box.
4. Select the Start Date-Time
5. If you are scheduling a Appointment you will need to select End Date-Time
   1. Make sure you click the Correct Date on the Calendar.
6. If you are Scheduling an appointment you can invite people by email.
   1. It does not automatically invite the client so you would need to put the client’s email in to that field.
7. Type in any notes that would be beneficial for the event. All invitees will see the notes.
8. If it is an Appointment you will have to select who it is assigned to from the drop down menu. This selection will put the appointment on their ClientTether calendar.
9. Click
10. The Event will appear in the upcoming actions section of the contact profile

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.

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

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.

Tokens are predefined values that allow the system to auto fill specific data from the Contact Profile, such as the Contacts first name, your Company Name, etc. when emails or text/SMS messages are launched from the account.

Tokens are accessible for use in emails and texts/SMS messages in Action Plans, templates, and group messages (features of Contacts).

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

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

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.

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 .

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.

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 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.

The API monitoring system allows you to check all Posts from API for your account for the past 45 days.

To access the monitoring system go to the drop menu under Hello Your Name! and select API Monitor.

The table will display the number of requests you have had in the past 45 days, the date and time of the request (Currently in UTC not your timezone), the requested URL, the Requester’s IP, and the payload.

1. Make sure you are using Chrome

ClientTether is designed to work with Chrome. If you attempt to use any other browser: Safari, Firefox, Edge, etc. Then you will run into issues.

2. Make sure you are using the latest version of Chrome

ClientTether is designed to work with the latest version of Chrome. If you are behind in your Chrome updates this can cause problems. To make sure you are up to date please:

1. Go to the three Ellipses at the top of your Chrome Browser
2. Click on “Settings”
3. Select “About Chrome”
4. See if your Chrome is up to date. If it is not it should automatically update itself.

3. Make sure ClientTether is not open in more than one tab

Because of the cookies used with ClientTether you cannot have it open in more than one tab or window on your computer. Otherwise it will cause a lot of issues.

4. Hard refresh the page that is having issues

Clicking the refresh button in your browser does not make everything on your page reload.

You will need to hard refresh the page by doing the following

• PC = Ctrl F5
• Chromebook = hold down Ctrl and click the refresh button
• Apple products = CMD Shift R

You may need to hard refresh up to three times before the page loads correctly (internet speed and connection issues).

5. Verify Your Account is not paused

A common issue we have is when an account is accidentally paused.

Please take a moment and check on your main menu that the word “Pause” is there. That means it is active

If it says “Play” Then that means your account has been paused. To change this just click on the play.

6. Restart your computer

Sometimes someone’s computer will be having issues not related to ClientTether.

However, because of these problems it can affect other programs and processes on your computer.

Try rebooting your computer and see if that resolves the issue.