ClickSabi Pro
Getting Started
Start here to understand how the ClickSabi Pro workspace is organised.
7 articles available
7 articles
- Getting started with ClickSabi ProWhat ClickSabi Pro is, who can open it, and where to begin.
- Completing provider onboardingThe five onboarding stages and what each one asks for.
- Personal and Pro accountsWhy the two sides are separate accounts and how they connect.
- Signing in to ClickSabi ProWhere to sign in and what to do if the workspace does not open.
- Who can open the Pro workspaceThe access requirements, and what changes when billing lapses.
- Understanding the ClickSabi Pro workspaceHow the Pro sidebar is organised and what each area is for.
- Creating your first contact and projectThe shortest path from an empty workspace to real work.
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