Client Management

Managing your clients

6 articles in this collection
Written by Dan and Topaz Eitan

What is a Parent Client?

Written by Topaz Eitan
Updated over a week ago

The Difference Between Sub-Clients and Parent Clients

Written by Topaz Eitan
Updated over a week ago

Manage multiple sub-accounts with ‘Franchises’

Written by Topaz Eitan
Updated over a week ago

Importing Your Clients to Workiz

Learn how to easily import your client list into Workiz

Written by Dan
Updated over a week ago

Changing a Client's Billing Address

How to set a new billing address for your clients

Written by Topaz Eitan
Updated over a week ago

Managing your client's service & billing address

Written by Topaz Eitan
Updated over a week ago