Messaging, Calendars, Reports and Files
Reports Overview
There are several types of Reports that you can run with your Back At You ClientBAY! Each one of these reports are designed with their own specific purpose to assist you and your business. To see what types of Reports you can run, select your Reports ...
Back at You Voice Report
If you are utilizing our Back at You Voice feature, this report will be available for you to run. To run a Back at You Voice Report, Go to your Reports tab on your left side menu. From the Reports Dashboard, select Voice. Here you will see several ...
Utilizing a Calendar
You are able to see your Calendar, your To-Do items, and any Company-created Calendars in one spot within ClientBAY. Viewing Your Calendar(s) Go to your Calendar Tab on your left hand side menu bar. This will open up a screen where you will see a ...
Sending Emails in ClientBAY
You are able to easily create and send emails straight from ClientBAY. The email message that you create from ClientBAY will appear in the recipient's inbox and will look like it came from your email address. To do so, select the Messaging tab on the ...
Creating Mail Groups
If you wish to email more than 25 people out of your ClientBAY platform, you need to set up a Mail Group. To do this, go to your Messaging tab on your left hand side menu. This will open up your Messaging Dashboard. From the tabs along the top of the ...
Sending a Text Message (Using BAY Number)
If you have purchased a Back At You Number, you will have access to the text messaging tool within ClientBAY. How to Send A Text Using BAY Number Select the Messaging tab on your left hand side menu Select the BAY Phone Number tab along the top of ...