Wolbix Help Center  >  All the Info you Need

Clients

• 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?