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.
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