FONE App
Managing Clients
Add, edit, and manage your client accounts from the FONE app.
My Clients Section
The My Clients section lists all client accounts you manage. Each entry shows the company name, contact name, and status.
Adding a New Client
Tap "Add New Client" and fill in the details: email, company name, contact name, phone number, industry, package tier, and any notes. The client will receive a welcome email with login credentials.
Client Details
Tap any client to view their full profile, including billing status, agents, and account details.
Coupon Management
From the client detail view, you can apply or remove Stripe discount coupons to adjust their billing.
Search
Use the search bar at the top to filter clients by name or email.