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HelloClient
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Knowledge Base
How do I start?
All Features
What Can the Program Do?
What is HelloClient and what businesses is it suitable for
Quick start
Trial
How to Get Started with HelloClient CRM?
Payment for the program
All Features
Payment for the program
What Happens If I Stop Paying?
License payment errors
Referral Program
Tariffs
How to switch from another program
All Features
Client Database Import
Product Import
Services Import
Order Database Import
Tickets
All Features
How to Specify a Different Client
Comments for Clients in orders
Working with Orders
Deadline
How to delete an order
Executors in one order
Exporting the Orders Database
Adding Files to order
Filters in the Order Table
Order History
Moving orders Between Locations
Changing the order Date
Order Payment
Prepayment in the order
Returns into the order
Service Expense
Order Table in CRM
Closing order without payment
Clients
All Features
Creating a Client
Notifying clients about order status
Inventory
All Features
Creating a Product
Minimum Stock Level Control
Inventory Export
Transferring Products Between Locations
Product Categories
Stocktaking
Receiving Products
Stock Adjustment
Product Sorting
Units of Measurement
Creating a Supplier Order
Suppliers
Ways to Add Products to Inventory
Shop
All Features
Adding a client to a Sale
Product refund
Product Sale
Payments
All Features
Reset the Balance
Deleting income and expense
Hiding income and expense categories
Payment tags
Payment Methods
Transfer Money
Changing Payment Date
How to count finances
Reports
All Features
Action Log
New
Product Report
New
Minimum balance report
New
Company Summary Report
New
Difference Between the “Products & Services Report” and “Order Profit”
«History» Report
Income and Expense Report
«Stock Balances» Report
«Orders by Field» Report
«Profit on orders» Report
«Payment Summary» Report
Reports on Products and Services
“Clients by Field” Report
“Refunds” Report
“Salary” Report
“Sales Profit” Report
CRM Trends
Marketing
New
All Features
Ways for client to leave a review
Email Notifications for Clients
Client Reviews
Services
All Features
Services
Services Export
Employees
All Features
How to add users (employees)
Deleting an employee
Hide the cost price from employees
Employee Login Errors
Staff notifications
Employees permissions
Employee Permissions by Status
Tasks and Reminders for the Team
Salary
All Features
Deleting Incorrect Salary Accruals
Errors When Calculating Salaries
Fixed salary to an employee
Salary accrual from order
Employee Salary Management
Settings
All Features
Client Fields
Client Types
Order Number Counter
Setting the Cashier in the Receipt
Handbooks
Locations
Order Statuses
Order fields
Order Types
Documents
All Features
Documents
Errors When Working with Documents
Invoice Builder for Clients
Printing Price Tags and Product Labels
Logo
Document Recovery
Account and interface
All Features
App
Email Change
Company Settings
Data Protection in HelloClient
Deleting a Company
Interface Language
Account Password
Interface Theme
Integrations
All Features
BulkGate - SMS provider
Online Cash Register for Ukraine
IMEI Database
Online Cash Register for Russia
Mango Office Telephony
MAX Messenger
Messengers
MoiZvonki Telephony
OnlinePBX Telephony
SMS Center - Provider for Sending SMS
SMS Notification Setup
«Order Status» Widget
Zadarma Telephony
Useful articles
Team Recommendations
Change Calculation
How to Fill Out the Notification Form for Roskomnadzor
Location or Company: what to choose for managing a network in HelloClient
Parts Write-off Methods
Barcode Scanner
Technical Requirements for Proper Operation
Tender
Incorrect Business Type Selected During Registration
Updates
Contacts
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