Getting Started with ClientRelay

Modified on Thu, 22 Oct at 2:00 PM

Getting Started page with a step-by-step checklist (adding clients, contacts, sending a first proposal or form, onboarding a client, inviting team members) use the progress tracker to monitor your progress and identify what needs to be completed next.

Make sure to complete all 7 steps to get your account set up and ready to use.

1. Connect an App

Connect QuickBooks or LodgeiT to sync your clients and financial data.

2. Add Clients & Contacts

Add a client manually, or import your existing clients from QuickBooks or Lodgeit.

3. Manage Templates

To ensure a smooth workflow, prepare or copy (from shared library) a templates before sending proposals to clients. This will save you time, minimize distractions, and help maintain a seamless workflow.

4. Send a first proposal

Create a proposal and send it to your client.

5. Send a first form

Create a form and send it to your client.

6. Verify a client

Verify a client's identity by sending a KYC/KYB invite to their primary contact.

7. Invite a team member

Invite a colleague to work in this organization.

Related guide

ClientRelay Overview