Collections are a great tool for keeping track of the products your clients love. You can easily share these collections with your clients or with someone special in their life, like a spouse or a friend. It's a great way to celebrate special occasions and help their friends and family know what they are interested in! Collections can be shared through both the Clientbook app and web dashboard.
How to Share Collections with Linked Relationships
1. In the Client Details page, go to Collections.
2. Tap on the collection that you would like to share.
3. Tap on the Share icon at the top of the screen. If the collection has never been shared before, It will say Collection is private. Ready to share?
4. Under Share with family or friends, you will see a list of clients who are linked to this profile. Tap on the client you want to share this collection with.
5. The collection will be sent to the selected client!