Presented By:
Brendan McClellan
Kyle Mihalcoe
Manager, Customer Success Team
Senior Customer Success Manager
How Can the NEW Client Tools Help You?
The NEW Client Tools
Live Demo Here New Updates to Client Tools! You asked, we listened!
New Updates to Client Tools! • • • • • • • •
Create Multiple Questionnaires Ask Yes/No, Multiple Choice, Image, Free Response Questions Type in Signature Allowed Export Contracts, Questionnaires, and Invoices Edit Invoice Numbers to match your record keeping Save your signature for easy countersigning Archive old contracts Indicate Time Zone
The NEW Client Tools
Live Demo Here
Where do I start?
1. Customize your Client Site 2. Personalize your Business Settings 3. Create a Inquiry Using your Own Information 4. Take a Virtual Walkthrough
Customize Your Client Site
Personalize Your Business Settings
Test Out Your Client Tools
Take a Virtual Walkthrough
Take a Virtual Walkthrough
Download Quick Start Guides Text QSG2 + Your Email Address to 69979
The NEW Client Tools
Want to know more?
Live Demo Here
1. Schedule time to speak with a Customer Success Rep today! 2. Email our team at success@weddingwire.com
3. Contact your Customer Success Rep through your WW Account