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Wefido step-by-step guide

How to navigate business client management on Wefido

Use the management overview to move between enquiries, calendar, clients, orders, availability, performance and team permissions.

Open client management
At a glance

What you will learn

  1. 1
    Open the Business area and choose Client management
  2. 2
    Check the selected profile and features available for its category
  3. 3
    Open Enquiries, Calendar or Clients for the work you need to do
  4. 4
    Use Orders, Availability and Performance when supported by the business type and plan
  5. 5
    Review permissions before inviting or changing a team member
Frequently asked questions

Useful answers for this guide

Why are some sections not shown?

Features depend on the business category, plan and account permissions.

Does client management replace messages?

No. Messages keep conversations; management links enquiries, clients, appointments, tasks and availability.