Plans & Pricing
How Do I Export My Client Data?
Importing Contacts to Your Client List
Merging Duplicate Clients
Adding a New Client
Understanding the Clients Menu and Client Card
Managing Client Status
Importing Contacts From a CSV / Excel File
How to Bulk/Mass Update Your Wolbix Client List
Working with Client Fields
Managing Client Card Settings
Can Clients with a Different Country Code Add Their Phone Number?
Managing Tags in Your Client List
Using Tags to Locate and Manage Your Clients
Assigning Messages and Appointments to Other Staff Members
How to Permanently Delete a Client
What is the "source" of a client or conversation?
How do I block a client from scheduling with or contacting me?
How do I know the source of each client request with Wolbix?