Collections are a powerful way to track the products your clients love and make gift-giving easier for their friends and family. You can share collections directly with clients or with someone special in their life, like a spouse or a friend, making it simple to celebrate special occasions.
Collections can be created and shared from both the Clientbook mobile app and the Dashboard. Follow the steps below to learn how to share a collection. To learn how to create a collection click here!
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. If there is no associated relationships with that client, you can also copy the link and send from the inbox.
5. The collection will be sent to the selected client!
6. You can also share this collection directly with the client from the Inbox by finding the clients name and clicking the Paper Clip Icon and selecting Collections.
7. You can then select from the list of collections, which one you would like to send.
If you would like to learn how to create and add to collections, click here.