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Browse articles and guides to get the most out of ClientSynq
Getting Started
Welcome to ClientSynq
Understanding the dashboard
Connecting QuickBooks
Inviting your first client
QuickBooks Integration
Connecting QuickBooks
Creating Products & Services
Understanding Class Tracking
Understanding Location Tracking
File Import Tool: Complete Mapping Guide
Client Management
Inviting clients to the portal
Managing client status (suspend, archive, delete)
Bulk client invitations
Payment Processing
Setting up payments
Understanding processing fees & convenience fees
Branding & Customization
Uploading your logo
Setting brand colors (see Logo article)
White-Label Branding (Enterprise)
Account & Billing
Managing your subscription
Upgrading or downgrading
Team member management
Troubleshooting
Common Issues & Solutions
QuickBooks Connection Problems
Client Portal Access Issues
Payment Processing Issues
Enterprise Features in Development
In-App Payment Processing via Stripe
Custom Domain Setup (White-Label Phase 2)
Xero Integration
Sage Integration
Client Communication Tools (SMS, automated emails, messaging)
Customizable Dashboards & Reporting
Automated Task Management
