Getting Started with CountingWorks PRO
CountingWorks PRO 3.0
CountingWorks Learning Center
- Automated Newsletter
- Online Appointments & Reminders
- Client Management
- Improve Your Presence
- Message Center
- Professional View Portal
- Tips & Tricks
- Website Editor Plugins
- Website Editor
- Social Media
- Admin Users and Roles
- Leads - Automated Lead Management
- Communication - Special Announcements
- Subscriber Management
- Client Alerts
- Portal Client View
TaxBuzz / CountingWorks
Rackspace Email Set Up
How do I add a client to the newsletter?
To add a client to the newsletter, you will need to add them first as a client or as a subscriber.
Once added, you will then need to go to subscribers (Under the communications tab) and find them there.
Then on the rightmost tab where it says Actions. Click on that and it will give you a dropdown.
Click on Subscribe to subscribe them to the newsletter.
Here is an image for your reference.