Client Intake

Creating an email to send to clients
In Knackly you can create an email automatically by using a File template that is formatted as a .eml file.  Below is a short video on how to create the Fil...
Mon, 20 Jun, 2022 at 1:28 PM
Setting up External Client Intakes
In this Knackly Q&A video, we give examples of how to set up External Client Intakes.
Tue, 29 Nov, 2022 at 1:14 PM