FEATURED: Client Dashboard Tour (video)
Here's a quick preview of what the client side looks like. Best Practice: We encourage Partners to start setting up a Registry for themselves as Test to become familiar and confident in the other side of the platform.
FEATURED: Exploring Pledges in the Client Dashboard
This is a quick peek into the Client side dashboard focusing on Pledges.
Client Registry - How Pledging Works (video)
Looking a Client Registry, we can see how easy it is to make a Pledge to the registry.
Client Registry - How to make a Credit-Debit Contribution (video)
How to make a Credit Debit Contribution
Client Registry - Share via Email after Contribution or Pledge (video)
As a Partner, who is logged into the Registry App, you may Share the Client Registry via Email. You will not see the Email option if you are logged out. Use Case : Help the client email their guests, family or others. Email a list they provide...
Client Registry - Share via Email after Contribution or Pledge
As a Partner, who is logged into the Registry App, you may Share the Client Registry via Email. You will not see the Email option if you are logged out. Use Case : Help the client email their guests, family or others. Email a list they provide...
