Clients Tab

Sending Mass Emails

How to define audiences, send mass emails and view sent emails.

Written by Pallavi Borkar
Updated over a week ago

Create and/or Edit a Client Account

Create, edit and manage your clients' information via the Clients tab.

Written by Samantha Postlethwaite
Updated over a week ago

Manage your Client Lists

The Clients tab provides tools to help you record, target and action the client files you're looking for.

Written by Samantha Postlethwaite
Updated over a week ago

Activate a Client Account

Send an activation request to your clients' email addresses so they can register online.

Written by Samantha Postlethwaite
Updated over a week ago

Add a Member to a Client Account

You can add members to a client account when an Account owner has been created.

Written by Samantha Postlethwaite
Updated over a week ago

How to change the account owner

Written by Samantha Postlethwaite
Updated over a week ago

The new way to tackle Contacts

Written by Samantha Postlethwaite
Updated over a week ago

Add a Picture to a Client's Account

Written by Samantha Postlethwaite
Updated over a week ago

Delete or Archive Clients

Learn how to delete a client account from your database.

Written by Samantha Postlethwaite
Updated over a week ago

Gender in Amilia

Written by Samantha Postlethwaite
Updated over a week ago

How do you know when your customers have signed up?

Written by Samantha Postlethwaite
Updated over a week ago

Print your client's profiles

Written by Samantha Postlethwaite
Updated over a week ago

Export your Client Information

Written by Samantha Postlethwaite
Updated over a week ago

Manage your Client's Billing

Written by Samantha Postlethwaite
Updated over a week ago

Make a Purchase on Behalf of your Client

Administrators can make purchases for clients.

Written by Samantha Postlethwaite
Updated over a week ago

Saved Credit Card(s) and eCheck(s)

Clients can save their payment details in their user account and authorize organization(s) to use it.

Written by Samantha Postlethwaite
Updated over a week ago

Make Payments and Deposits in a Client's Account

If a payment isn't made in the store, you can add them directly in the client's billing account.

Written by Samantha Postlethwaite
Updated over a week ago

Cancel a Purchase and Issue a Refund

It's easy to cancel a purchase and issue a refund in a single transaction.

Written by Samantha Postlethwaite
Updated over a week ago

Cancel / Refund a Payment (Without Canceling the Invoice)

Learn how to cancel or refund payments without canceling the invoice.

Written by Samantha Postlethwaite
Updated over a week ago

Upcoming Payments

Edit a client's payment method on subscription & installments, edit the date and amount for future installments, and view post-dated checks.

Written by Samantha Postlethwaite
Updated over a week ago

How to Deposit Post-Dated Checks

Deposit physical, post-dated checks for one or more clients at a time.

Written by Samantha Postlethwaite
Updated over a week ago

How to replace an activity

The replacement feature allows you to quickly swap a client from one activity into another within the same program. 

Written by Samantha Postlethwaite
Updated over a week ago

Refund a client directly on their credit card

Written by Samantha Postlethwaite
Updated over a week ago

Auto-Reconcile Client Accounts

Save time by auto-reconciling transactions for all accounts or for a specific client.

Written by Samantha Postlethwaite
Updated over a week ago

Manually Reconcile an Account

If transactions in a client's account are not fully reconciled, it's best to investigate the reason and reconcile manually.

Written by Samantha Postlethwaite
Updated over a week ago

Create Mass Invoices or Credits

It is possible to mass invoice or credit your clients from the Clients tab.

Written by Samantha Postlethwaite
Updated over a week ago

Send your clients an Account Statement

Written by Samantha Postlethwaite
Updated over a week ago

Search by Invoice Number

Written by Samantha Postlethwaite
Updated over a week ago