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