We’re thrilled to share some exciting enhancements to your client management experience! Our latest updates to the Dashboard are designed to help you manage your clients more smoothly and efficiently, ultimately saving you time and effort.
📌 Why This Matters
As a small business owner, managing clients effectively is crucial for success. Having a streamlined dashboard can significantly improve how you track tasks, notes, payments, and onboarding processes. Let’s dive into how these new features can benefit you!
✨ What’s New
- Improved User Interface: Enjoy a cleaner, more intuitive layout for better navigation of agency tasks and notes, designed to enhance your workflow.
- New “Features & Limits” Section: Efficiently control feature access for all clients from a single location. Set usage limits and customize permissions tailored to each client.
- Centralized Payments Section: Easily manage all client billing information in one spot, including payment methods and wallet administration, making billing a breeze!
- Simplified SaaS Onboarding: Experience a more straightforward process for onboarding clients onto SaaS with clear progress indicators for payment requests.
- Enhanced Rebilling Section: Navigate payment workflows more effectively, with visual indicators showing onboarding status and easier configuration of markups.
- Revamped Reselling & Marketplace: Improved clarity in managing client add-ons and a more intuitive interface for deploying services.
- Upgraded Advanced Settings: Manage email preferences and notification controls for your clients more easily.
🛠️ How to Use It
- Step 1: Log in to your updated Dashboard and explore the new centralized sections to see how they can streamline your tasks.
- Step 2: Utilize the new features to customize settings for each client, ensuring they have the specific access and support they need.
💡 Pro Tip
Take advantage of the customizable permissions to ensure your clients have access to the features they need without confusion!
