Sign a client

Clients is your pipeline from lead to live robot. Add a client, send a proposal with your prices, then send the onboarding link so they fill in their menu and hours.

Steps

1. Open Clients and press Add client (or a lead arrives from a page)
2. Ask Esos to draft a proposal; mark it sent
3. Send the onboarding link from the client's page

In the app: Open Clients. Open Esos