Training topics: Client management

Finding, maintaining and organising your clients and contacts in Glide.

This is part of our suggested training topics: an outline of what to cover when training your staff on Glide. Topics are grouped by role, so you can run separate sessions or pick the parts that suit each person.

Who each part is for

All staff: day-to-day work such as progressing jobs, recording time and communicating with clients.
Managers: oversight of the team's work, reporting, billing and resourcing.
Practice administrators: setup and configuration tasks that matter but don't come up often.

All staff

Finding clients quickly with global search and the client list
Finding your way around the client record: details, services, custom fields, notes and comments
Contacts and how they link to clients
Seeing which services a client is set up for
Viewing communication history, including emails, SMS and comments
Using tags to group and filter clients

Managers

Adding new clients and keeping client details up to date
Setting a client's partner, manager and other responsibilities
Switching services on or off for a client, and the effect on future jobs
Client statuses, such as prospect, active and ceased
Client reports and exports

Practice administrators

Bulk importing and updating clients, contacts and client codes
Setting up custom client fields and tags
Client types, and which services apply to which types