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Getting Started with CountingWorks PRO
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CountingWorks PRO 3.0
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Portal 2.0
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CountingWorks Learning Center
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Green Portal
- Automated Newsletter
- eSign
- Online Appointments & Reminders
- Client Management
- Improve Your Presence
- Message Center
- Professional View Portal
- Tips & Tricks
- Domains
- Website Editor Plugins
- Website Editor
- Social Media
- Admin Users and Roles
- Security
- Leads - Automated Lead Management
- Communication - Special Announcements
- Subscriber Management
- Client Alerts
- Greetings
- Portal Client View
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TaxBuzz / CountingWorks
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Rackspace Email Set Up
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General
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ADP
Read Our Reviews Plugin
To enable the reviews plugin on your site to showcase the reviews you have on both TaxBuzz & CountingWorks please follow the instructions below:
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Log into the Portal (portal.clientwhys.com) and navigate to the Site Editor tab.
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Click on Plugins on the left side of the screen.
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Scroll down to the Read Our Reviews Plugin.
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Click on the Enable Plugin button.
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Once enabled, navigate back to the Editor on the left side of the screen
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Now you select where on the site you want to enable this.
In the video example we chose the equator block on the homepage. So we'd select that section and click on Settings at the bottom of the screen. -
From there you would then choose the Read Our Review plugin from the bottom available Plugins and drag that up the active plugins.