Active Clients
📋
No active clients
Archived Clients
📦
No archived clients
Communication Schedule
| Day | Channels | Template | Subject / SMS Preview | Status |
|---|
Automated Emails
These emails are sent automatically when specific events occur during the onboarding process. Use {name}, {full_name}, or {foc_date} as placeholders.
Guide Email Scripts
These emails are sent automatically the day before the client's Job Date when the corresponding guide is checked in the client's Process tab. Each email can include a document attachment. Use {name} or {full_name} as placeholders.
Users
| Username | Role | Created | Status |
|---|
System Administration
📧 SMTP / Email Settings
📱 Twilio / SMS Settings
✍️ DocuSign Settings