Clients
Client Portals
Important Note: The links in the Client Portal activation emails and in the Client Tasks emails are unique to each client. You should never share a client's link with anyone except your client. You should never forwarded yourself a copy of your ...
Travel Authorizations
Send A Travel Authorization Email Using TESS, you can send tasks to your client allowing them to update contact information, provide payment details, and more! Start from the Trip Information tab of a trip, under a client click Schedule automation ...
Client Leads
Referral Groups From the main menu under Client Management, click Client Leads. Click Add Referral Group. In TESS, leads are managed through Referral Groups. A group can be anything that makes sense for the way you manage clients. Events, websites, ...
Importing and Exporting Clients
Step 1: Import Clients From your client list, click the Import/Export button in the upper right corner. Click Import Clients. Download the TESS template, or use your own. When your template is ready, drag and drop it inside the dotted lines, or click ...
Relationships and Credit Cards
Add Relatives Click Client Management in the Main Menu then click Clients. Search for your client in the fields at the top of each column if needed. Click on the Client Name you want to manage. Click Add Relative. Choose the Relationship type. Type ...
Creating Clients
Create a Client In the Main Menu click Client Management. Click Clients. Click Add Client. Alternative: click the Quick Links (+) menu then click Add Client/Lead. Enter first and last name (required) and any other information you have available. ...