How to Schedule Emails in WillowSpace

Scheduling emails lets you prepare client communications in advance and send them at just the right time.

Written by Team WillowSpace
Updated 1 week ago

Understanding the Client Profile View

Take a closer look at the Client Details page in WillowSpace

Written by Team WillowSpace
Updated 1 week ago

Editing or Archiving a Client + Client Statuses in WillowSpace

How to manage client details or archive old clients to keep your WorkSpace clean

Written by Team WillowSpace
Updated 1 week ago

Adding a New Client to Your WorkSpace

Adding new clients to your WillowSpace

Written by Team WillowSpace
Updated 1 week 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.

Written by Team WillowSpace
Updated 1 week ago

Setting Up and Using a Client Portal in WillowSpace

How to customize your client portals and share with your clients

Written by Team WillowSpace
Updated 1 week 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

Written by Team WillowSpace
Updated 1 week ago