Customers
Adding customer organizations, managing their sites, and inviting them to Fluent.
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Managing customers
Add the customers you bill, keep their details and sites up to date, and deactivate the ones you no longer serve.
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Customer sites
Save a customer's addresses as sites, pick one when you book an In-person appointment, and edit or deactivate sites on the customer page.
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Inviting customers to Fluent
Learn how to invite customer contacts to Fluent so they can submit requests, track appointments, and stay aligned with your team.
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Customer page
What each tab of a customer's page is for, how the Activity card counts appointments, hours, and invoices, and who sees each part.