Clients
Table of Contents
A Sliced Client record and WordPress User are created when someone fills out the service request form on your site. Sliced provides a Client Dashboard is a place your client can go if they want to review their estimate or invoice activity and history. This is why a WordPress user is created as well as a Sliced Client record, which is to associate a person with their estimate and invoice.
Client Dashboard
The Client Dashboard is a way for your clients to view pending estimates, view invoice and payment history, and easily see what payments are pending and when they’re due.
The Invoice notification will have the Client’s Dashboard link.
Finding the Client’s Dashboard link
If you need to find and send the Client’s Dashboard Link, you can either click on the symbol next to the Client’s email address or mouse right-click and Copy Link Address
Editing a Client Record
You can edit the Client record from the Invoices menu, then Clients.
Find the Client record > Edit.
WordPress User Record
If you need to edit or send a password reset to your Client, go to the Users menu > All Users
Editing
Select the Edit link if you need to update their email address or other user detail.
Send password reset
After ensuring the email address is correct, simply select the Send password reset link