Settings
Frequently Asked Questions
Section titled “Frequently Asked Questions”Instructions
Section titled “Instructions” Trial Period Start using HelloClient for free without limitations!
Company Settings Modify your company settings
Account Password Authorize with a password
Employee Notifications Browser notifications for important events
Documents Create and use your own printable receipts in HelloClient
Integrations Integrate with telephony, SMS providers, online cash registers, and messengers
SMS Notifications for Clients Automatic notifications for your clients
Email Notifications for Clients Free automatic email alerts
Order Statuses Control the progress of orders
Income and Expense Items Track finances using income and expense categories
Payment Methods Card, cash, or bank transfer
Order Types Create types of order for various situations
Order Field Field builder: add, reorder, or delete fields
Client Types Customize fields for each client type
Client Field Create all necessary fields for client cards
Handbooks Preset lists that can be linked to fields and used in orders