You can now integrate call to action (CTA) buttons on your outgoing communications to stimulate year-round activity for referrals, reviews and contacts.
Login to your website admin at https://portal.clientwhys.com
Click on Communications > Setup
Click on the Preferences tab
Toggle to the right of Preferences and click on Edit
You can flag any or all of the following preferences -
"Questions" Call to Action Button - This will link directly to your website Contact Us page.
"Appointments" Call to Action Button - This links to the ClientWhys Online appointment calendar (third party calendars are not applicable)
"Reviews" Call to Action Button - This will link to your live Taxbuzz page.
"Refer Us" Call to Action Button - Links to the Send Us a Referral page on your website. (Click here for instructions on setting up the Send a Referral page)
Click Save Changes.
You will now see the CTAs on your email newsletters and greetings.
