Your clients and sites
Import and manage clients and set up SMS client visit reminders
6 articles
How to import clients and sites using a spreadsheet?Learn how to bulk upload clients and sites using our spreadsheet template
How to import clients and sites using QuickBooks?Learn how to import your clients and sites using our QuickBooks integration
How to add clients and sites manually?Learn how to add your clients and their sites manually on mobile and desktop
How do I send automated client visit reminders?Learn how to send SMS reminders to your clients to notify them about upcoming visits
How to add another site for my client?Learn how to set up additional sites for a client already in HubScape
How to add phone numbers and email addresses to my clients?Add phone numbers and email addresses to clients so you can send visit reminders and visit completion reports