Messaging, Calendars, Reports and Files
Virtual Phone Number Service
? Activating and Managing Your BAY Virtual Phone Number Overview The BAY Virtual Phone Number allows you to send and receive professional texts directly through your ClientBAY account. This keeps your personal number private while ensuring you stay ...
Reports Overview
? Unlocking Your ClientBAY Reports Your Back At You ClientBAY platform is packed with powerful reporting tools. Each report is specifically designed to provide the insights you need to grow your business and track your success. ? How to Access Your ...
Back At You Voice Report
? Running Your Back At You Voice Reports If you are using the Back At You Voice feature, these reports are essential for tracking your communication and lead engagement. Follow these steps to generate and manage your data. ?️ How to Generate a ...
Utilizing a Calendar
?️ Master Your ClientBAY Calendar In ClientBAY, you can manage your personal schedule, track your To-Do items, and stay updated with Company-created calendars—all in one centralized location. ? Accessing Your Calendar Navigate: Click the Calendar ...
Sending Emails in ClientBAY
? Sending Emails with ClientBAY Communication made simple. When you send an email through ClientBAY, it arrives in the recipient's inbox looking exactly like a standard email from your address—keeping your branding professional and consistent. ? ...
Creating Mail Groups
? Managing Your Mail Groups To send an email to a large group of people (more than 25) within ClientBAY, you'll want to utilize Mail Groups. This allows you to categorize your contacts for quick, efficient messaging. ?️ Creating Your First Mail ...
Sending a Text Message (Using Virtual Phone Number)
? Texting with your Virtual Phone Number If you have purchased a Back At You Virtual Phone Number, you can send and receive text messages directly within ClientBAY. This allows you to keep your business communications organized and professional in ...