Latest updates:
Added the ability to change payment dates and order creation and closing dates.
New report for the company owner — “Company Summary Report”.
Ability to take photos in an order from a PC.
HelloClient Knowledge Base
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Recently registered?
Section titled “Recently registered?” What can the program do? A complete list of all features available in the system
Migration from another program Transfer data from other programs without losses
Plans and payment Fast payment and cost-effective plans for business
Frequently Asked Questions
Section titled “Frequently Asked Questions”How to install the app?
To install the app, log in to your account through the Chrome browser.
Click the “Install app” icon next to the bell icon. If the button is not there, click “+” in the address bar. Done! The app is now on your desktop.
How to change the program language?
The program language depends on your browser’s language, so you need to change the language in your browser and refresh the page. You can learn more in this guide.
How can I pay for the program?
You can pay for the HelloClient license according to the current plan using any Visa, Visa Electron, MasterCard, Maestro, Belkart, MIR card. Payment can be made from any device. To do this:
- Go to “Settings” > “License”;
- Select the desired period;
- Go to the payment page and fill in the required details. More in this article
How to change my email?
You can change your email through Settings - Your Profile.
Detailed instructions
How to restore a deleted document?
To restore a template, copy its original code and paste it into a new document. This guide explains step-by-step how to do it.
How to reset the balance in payments?
There are two ways to reset the balance:
- Manually delete all transactions in the Payments section.
- Make an expense for the balance amount, after filtering the cash register for all time.
To reset through expenses, set the “All time” filter in Payments, then go to each payment method in the cash register and make an expense for the corresponding balance amount.
Features
Section titled “Features”Looking for something specific? Use the search.
Full control and automation of orders Creation of various types and convenient order forms. Auto-filling fields using directories and much more
Client database with interaction history All client information, convenient card creation forms, notifications via SMS, email, and messengers
Automated warehouse inventory management Stock control, supplier orders, price tag and label printing
Full analytics with advanced reports Automatic reports for your company: orders, clients, finances, warehouse, employees
Integrations with telephony, cash registers, and SMS services List of integrations and connection instructions
Payroll accounting and automation In HelloClient CRM you can organize full-fledged employee salary accounting
View all features