Admins can edit client profile info. At least one admin must remain.
Client Accounts
Delete Requests
Request deletion
New Ticket
Payment links and the merged agreement doc are generated automatically — enter at least one of Ticket Fee or Subscription Fee above. Subscription-only tickets need no ticket fee.
Email already on file
New window
CID
Client Name
Client Info
Email
Phone
Company
Tickets
Ticket ID
Ticket Name
Assigned To
CID
Client Name
Client Email
Client Phone
Client Company
Status
Agreement
Next Follow-up
Billing
Ticket Fee
Ticket Paid
Subscription
Sub Fee
Sub Status
Sub Paid
Timeline
Created
Signed
Paid
Description (optional, internal only — not shown to the client)
Edit amounts
This voids the current agreement. Its agreement link and payment links stop working.
A new agreement with the amounts below is added to the ticket — you'll need to send it to
the client yourself. The ticket goes back to Draft.
Change subscription price
The client is emailed a price change addendum to agree to or decline (it's also their next step in the portal).
Nothing changes until they agree — then Square bills the new price from their next billing date, the signed addendum is added to their agreement,
and this ticket updates. If they decline, the price stays and you're notified.
