Admin application: Difference between revisions

Line 73:

Or you can click on "Share" option per meeting type, enable "Single-use" and send the link to the clients.

[[File:Sm admin app single use links.png|800px|center|link=https://help.simplymeet.me/images/4/47/Sm_admin_app_single_use_links.png]]

==Сlients==

'''Please note:''' This feature is currently available only in the mobile app.

The Clients feature allows you to efficiently manage your client database with a range of functionalities:

* '''Add or Import Clients:''' Add new clients or import client lists directly in the admin application.

* '''Edit Client Details:''' Update client information, including company, location, time zone, assigned groups, tags, and notes. You can also add website details and social media links.

* '''Client Grouping and Tags:''' Organize your clients by grouping them or assigning tags for better categorization.

* '''Bulk Actions:''' Select multiple clients for quick and efficient management.

* '''Search and Filter:''' Use the search bar and filters to easily find specific clients or groups.

* '''Export Client List:''' Export your client list to a file for external use or backup.

* '''Client Reports:''' Generate and view detailed client reports to track and analyze client data.

* '''Automation Settings:''' Enable the option to automatically save clients when scheduling meetings in the app.

[[File:Clients in sm app options.png|1200px|center|link=https://help.simplymeet.me/images/a/ac/Clients_in_sm_app_options.png]]

For quick access, an '''“Add Client” shortcut''' is available, making it simple to add new clients on the go.

This feature is designed to help you keep track of your clients and manage them seamlessly.

More features to come!

@@ Line 73: / Line 73: @@
 Or you can click on "Share" option per meeting type, enable "Single-use" and send the link to the clients.<br>
 [[File:Sm admin app single use links.png|800px|center|link=https://help.simplymeet.me/images/4/47/Sm_admin_app_single_use_links.png]]
+<br><br>
+==Сlients==
+'''Please note:''' This feature is currently available only in the mobile app.
+<br><br>
+The Clients feature allows you to efficiently manage your client database with a range of functionalities:<br>
+* '''Add or Import Clients:''' Add new clients or import client lists directly in the admin application.
+* '''Edit Client Details:''' Update client information, including company, location, time zone, assigned groups, tags, and notes. You can also add website details and social media links.
+* '''Client Grouping and Tags:''' Organize your clients by grouping them or assigning tags for better categorization.
+* '''Bulk Actions:''' Select multiple clients for quick and efficient management.
+* '''Search and Filter:''' Use the search bar and filters to easily find specific clients or groups.
+* '''Export Client List:''' Export your client list to a file for external use or backup.
+* '''Client Reports:''' Generate and view detailed client reports to track and analyze client data.
+* '''Automation Settings:''' Enable the option to automatically save clients when scheduling meetings in the app.
+[[File:Clients in sm app options.png|1200px|center|link=https://help.simplymeet.me/images/a/ac/Clients_in_sm_app_options.png]]
+<br><br>
+For quick access, an '''“Add Client” shortcut''' is available, making it simple to add new clients on the go.<br>
+This feature is designed to help you keep track of your clients and manage them seamlessly.
 <br><br>
 More features to come!
+<br><br><br><br>