Set the meeting up from the Client themselves. It stays on their record afterwards, beside their Notes, Tasks and Invoices.
This guide is being written and will be published shortly. In the meantime, the rest of the library covers getting set up, and you can ask us anything through the Help Desk — onboarding help is free.
Some things are quicker said than typed. A question about a return. Walking somebody through a statement. The conversation that saves four emails. You can set that meeting up from inside the program, on the Client’s own record.
Client Tools, Video Meeting. Pick who it is with, choose your time, and the invitation goes out to them. And here is why it is worth doing from here rather than anywhere else. The meeting stays attached to that Client. It sits on its own tab, beside their Notes, their Tasks, their Invoices and the files you have sent them.
So six months from now, when you are trying to remember what you agreed, the conversation is filed with everything else about that person. Not in a calendar you have since cleared out. Working from home, or working with Clients three provinces away, this is how you stay face to face.
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