add client

How do I invite a client?

Administrators and team members can add clients to pods when first creating the pod or after the pod has been created. Add a client after the pod has been created 1. Go to the Team page. 2. Click A...

How do I share messages with clients?

Messages are a great way to keep clients in the loop on your conversations, as well as have all messages in one location. If you create a message and want a client to see it, it must be marked as Visi...

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