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Clients: Video Walkthrough

Here’s a quick video that walks you through the basic parts of the People tab in FreshBooks!

Topics Covered:

  • Creating Clients
  • Adding Secondary Contact
  • Using Internal Notes
  • Searching Clients
  • Adding Staff & Contractors
  • Difference between Staff & Contractors
  • Assigning Clients to Staff
  • Accessing Sent Emails
  • Inviting your Accountant