Snapshots: start a client from a template
A snapshot is a ready setup for one niche: the front desk script, follow-ups, ad angles and a website. Choose Clone to a new client to start a client from it, or apply one to a client you already have.
Snapshots cover dental, med spas, home services, law firms, salons and orthodontics.
- Clone to a new client adds a client with the snapshot already in place.
- For an existing client, open them in Clients and choose Apply a snapshot… on the Snapshot card, then Apply.
Everything a snapshot sets up can be changed for each client afterwards.
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