WillowSpace Clients
Help and support with the clients features.How to Schedule Emails in WillowSpace
Scheduling emails lets you prepare client communications in advance and send them at just the right time.
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Updated 3 weeks ago
Understanding the Client Profile View
Take a closer look at the Client Details page in WillowSpace
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Updated 3 weeks ago
Editing or Archiving a Client + Client Statuses in WillowSpace
How to manage client details or archive old clients to keep your WorkSpace clean
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Updated 3 weeks ago
Adding a New Client to Your WorkSpace
Adding new clients to your WillowSpace
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Updated 3 weeks ago
What’s the Difference Between a Lead and a Client in WillowSpace?
Understand the difference between a Lead and Client in WillowSpace and when to use which.
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Updated 3 weeks ago
Setting Up and Using a Client Portal in WillowSpace
How to customize your client portals and share with your clients
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Updated 3 weeks ago
Using the Client Portal: What Your Clients See
Take a closer look at the cient portals that clients will see when you send them their link
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Updated 3 weeks ago