Pros cannot directly add users to become their clients as not every user may want to become a client of a given professional. If a user wants to become a client of a Pro, the user can go to the Pro’s profile page and click the option to “Become a Client”. This will give the Pro access to add them to activities and charge their credit card on file.
How do I add a new client in bamboo? Print
Created by: Dan Heinrich
Modified on: Mon, 7 Sep, 2020 at 9:33 AM
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