Adding a new client directly is a 2 step process.   Start the process from the New Client button in the top right of the Clients Dashboard: Next steps is t...
Mon, 8 Jun, 2020 at 1:26 PM
Import Clients
To bulk import you clients into WorkGuru via a spreadsheet, first you need to create or convert your existing Client in Contact data into the WorkGuru Clien...
Mon, 21 Sep, 2020 at 5:08 PM