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AroFlo lets you create a client database in which you can store all your client contact information, payment details, and your history with that client. Import your client list into AroFlo, or create client records - known in AroFlo as client cards - manually.

The client card is where you can:

  • set client-specific rates, markups and discounts
  • store documents or photos related to the client
  • record notes about the client
  • set custom print or email defaults and custom priorities
  • make a client card visible to multiple business units
  • grant the client access to your AroFlo site.
By default, AroFlo comes with a Training Client if you would like to separate all of your training data using this or simply use it as a 'dummy' client.

Use the links below to read about creating and managing clients, or select one of the links on the right to learn in your own way.

Learn this Feature Your Way