FAQ

Payment Reminders
You can setup payment reminders to send to your clients before their payment is due directly from your LevarteCRM. Login into your LevarteCRM Click on...
Thu, 29 Jun, 2023 at 4:53 PM
How To Update Client Information In Your CRM
From your dashboard search for your client's name near the bottom of the page under the "Search Clients by Name, Last Name, Email, Phone number.&q...
Thu, 29 Jun, 2023 at 4:57 PM
How To Merge Client Profiles
If you've accidentally created two client profiles for the same client in your CRM you can merge them into one profile. Click on "Show Cli...
Thu, 29 Jun, 2023 at 5:01 PM
How to charge a service fee
From the booking click on the blue Edit button. At the bottom of the form under "Total Service Fees," add in your service fee amount. Next to t...
Tue, 30 Jan, 2024 at 11:49 AM