Help and answers from the BetterHQ Team

Search results for:add clients

Add Clients

Learn how to quickly add, manage and group your clients so you can access client details quickly… There are a few ways to add your clients: Add your clients here… Or go to Contacts > Add Clients button. Add your client details & Save. Import your clients

MailChimp Integration (Marketing)

Add clients to BetterHQ, automatically have these sent across to your nominated Audience (list) in MailChimp… Newly added clients in BetterHQ will be sent across to MailChimp every time… Click Add a Key

Campaign Monitor Integration (Marketing)

Add clients to BetterHQ, automatically have these sent across to your nominated Audience (list) in Campaign Monitor… BetterHQ account to your Campaign Monitor account, BetterHQ will automatically send across newly added clients… Newly added clients in BetterHQ will be sent across to Campaign Monitor every time

Segment Clients using Tags

Add tags to clients for unprecedented insight & filtering… box, you can drill down into your clients' list by tag or your inactive clients by the months… To tag a client, simply “add a tag” when completing their client details For e.g. type your tag, such

Adding an Appointment (Client Booking)

Learn how to add client appointments to calendars… Tags: Add appointment, add client appointment, add a booking, add client booking… Add as many clients as you wish for this booking

Client Credit

Clients can add credit to their account to use for future purchases and appointments… BetterHQ gives your clients the option to add credit to their accounts… To Add Credit to a Clients Account: Go to your client list Select the client you would like

Import Clients

Get your client list added quickly… Go to Clients > Add Client > Import Clients OR Import your clients here… Go to Clients > Add Client > Import Template

Link your Clients

Link your clients by their relationship to each other… To Link your Clients: Go to your Clients list… Select the client relationship from the drop down menu or add your own relationship using the '+Add'

Client Visibility

Make clients unique to each of your businesses… More: Add Clients Add Locations Tags: Client ownership, Client Visibility, Location, Multiple… By default, all clients associated with your BetterHQ account will be visible across all of your businesses

Manage the Payment Options you accept

Add the payment options you accept from clients and record them on invoices… Add Payment Options: Go here Or go to Settings > Add Payment Options pod On the right… invoice for a sale (Appointment or Merchandise) in BetterHQ, you'll need to record the method that your clients