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Topic 8: Client Management

Presented by Bryant Strozinsky, EZFacility Marketing Specialist

EZ Essentials are a quick, back to basics series of webinars to ensure you are utilizing your software to its full potential.

This educational webinar series is designed to showcase feature-specific best practices, and ensure you are making the most of your EZFacility account.

In this Session we review:

  • Navigating the Clients Page
  • Customizing Client Details
  • Applying Client Marketing Tags
  • Reversing Payments and Voiding Invoices
  • Setting Up and Reporting On Client Assessments
  • Logging Client Activities
  • Creating Employee Tasks

Have a suggestion for a future EZ Essentials topic? Let Us Know!

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