All Mydoma plans include basic access to the Mydoma Visualizer. However, each studio is limited to one seat. For advanced features, the Visualizer Pro Add-On is available for purchase post-joining.Includes Stripe, Quickbooks, Facebook, Calendly, Acuity Scheduling, and thousands of integrations through Zapier.

Tech Tip Tuesday – Client Onboarding: Client Resource Center

August 22, 2023

Welcome to Tech Tip Tuesday!

Let’s delve into the realm of Client Onboarding for this Tech Tip Tuesday. If you’ve ever wondered how to create an efficient and organized system for your clients’ queries, you’re in the right spot! In this video:
 
  • Discover the benefits of having a Custom Client Resource Center, from saving time on repetitive questions to providing a centralized hub for all client queries.
  • Understand how a structured and informative Resource Center can make a lasting first impression, making your business appear both professional and considerate.
  • Learn step-by-step how to customize your own Client Resource Center, including setting up default and custom FAQs to cater to the unique needs of your clientele.
  • Get a firsthand view of what clients will experience with your newly set up Help Center.

 

Gear up for a streamlined client experience and stay tuned for our next segment on the Client Resource Center. Don’t miss out on making your client interactions smooth and effective!

Got something you’d like to see us cover in a future Tech Tip Tuesday? Then be sure to head over to our Facebook Group, Mydoma Studio Designers, and let us know!

Discover how you can use Mydoma to save time & impress more clients

Written by Dixie willard

Dixie Willard is an NCIDQ-certified residential interior designer approaching 20 years of experience. Her background includes commercial interior design at an architecture firm, space planning and styling at a high-end furniture store, e-design, and running her own firm. Because many of her projects involved clients who lived out of state until their home was finished, she’s had extensive experience working with clients remotely through Mydoma and video conferencing.

A Mydoma user since pretty much day one, Dixie also now works at Mydoma as our Product Manager, helping guide the team to create even more amazing features and improvements.

Dixie Willard Headshot