Tips and Tricks

  • Basic Troubleshooting

    Here are some helpful tips to help your cloud technologies perform better: If a page is not displayed correctly or is not loading, perform a hard refresh of the tab using the Crtl+F5 function. Clear your browser history on a regular basis. This clears our old outdate (cached) pages from the hist...

  • Create your own template library of Jobs

    At this time Client Hub does not have a Jobs Template feature but you can use this simple idea to create your own library of templates: Create a workspace named ZTemplates (the Z will make it the last name on your client list) Create your Jobs - You can add both Client Tasks and Internal Tasks a...

  • How can I attach an email to a task in a Job?

    To preserve the integrity of our security, Client Hub does not integrate with email. If you receive an email and need to reference it in an internal Job task, use the ideas below: If the message was sent to your email address and you are the one that needs to reference it in a Job, open the emai...

  • How to add Client Hub as your browser Start Page

    To make it easier for your team and client users (and staff) to access their Client Hub workspace you can provide them the instruction below to guide them on how to make Client Hub their start-up page for their browser. This provides ease of access for all their communications, client tasks (Cl...

  • How to Clear Browser Cache and Cookies

    Because web applications like Client Hub run in a browser environment, you may find that there are times that applications get "stuck", especially during login, due to behavior that is controlled by browser cache and cookies. It is recommended that the cache, cookies, and browsing history be cle...

  • How to Create a Sharable Link to a File in Google Drive

    Open a file in Google Docs, Sheets, or Slides. In the top right corner, click Share. in the General access section click the pull-down to select what type of access you want to allow Click Copy link

  • How to create a video with the Developer Console open

    When reporting issues to our support team, a video of what is happening gives us much better insight. You can create free videos using Loom.com When creating the video, please follow the instructions below: Open the developer console in Chrome: Use the Ctrl+Shift+I or go to settings > more ...

  • How to do a Hard Refresh in Any Browser (to clear page cache)

    What is a hard refresh? A hard refresh clears your browser cache for a specific page, which forces it to load the most recent version of that page. This could include new scripts, styles or features. Important: Clicking the “Refresh” arrow on your browser address bar is not a hard refresh. Her...

  • How to edit or create a revised Client Task Template

    Client Hub does not yet offer the ability to edit a Client Task template but you can use this handy trick as a work around: In any workspace click the "New Client Task" button Load the template you want to edit Make the appropriate edits to any of the requests or add or remove requests Click Sav...

  • How to open a incognito browser

    In Incognito, none of your browsing history, cookies and site data, or information entered in forms are saved on your device. This is a simple way to troubleshoot issues that you suspect are related to browser cache, cookies or an installed extension. How to open an incognito window (Chrome) Cl...

  • How to use Emojis in Client Hub messages

    It is often useful for us to use an emoji in Client Hub, for example a 👍 to acknowledge something. With emoji support now built into Windows, Mac and mobile operating systems, you can use that to easily insert an emoji into Client Hub. Our conversation message, client task comments, and job comm...

  • Linking to Client Hub from your website

    It is very simple to link to Client Hub from your website.  It is simply a matter of adding a hyperlink (from a menu/button / link etc. -- whatever works better for your site) to our login page: https://use.clienthub.app/#/login If you are a Premium Subscriber you can request a branded login pag...

  • Notify Client of Office Closure / Away Status

    Create an "Accept/Decline" Client Task to notify clients of the dates that you will be away of your office will be closed and save it as a template. Deploy this template to each workspace. - Use the "Accept/Decline" Client Task type so that the clients are required to acknowledge that they have ...

  • Page not Loading

    If you or your client see that a page hangs while loading in Client Hub, it is most likely an issue of browsers not communicating with the Client Hub web servers.  Try these steps to resolve this - Use a Supported Browser  - Client Hub works best on Google Chrome and is also supported on Firefox...

  • Recording your screen with Console open to help Client Hub debug situations

    Open the Console in your browser: F12 in Edge or Chrome and choose the Console tab. More info - https://support.airtable.com/hc/en-us/articles/232313848-How-to-open-the-developer-console Record yourself performing the action with the console open: We recommend the Loom browser extension More info...

  • Sample Workspace #2 - Create a product tour

    Using Client tasks is a great way to get your clients acquainted with all the features of Client Hub. Create a Client Tasks template with the 4 tasks listed below to guide your clients through using all the features of Client Hub. Task #1: To-do Welcome to your workspace Your new workspace is...

  • Wicked Cool Client Task Ideas

    To-do Tasks Use this task type to add reminders for your client so they will not forget tasks they need handle Make estimates tax payments (add the date the payment is due and a link to the tax agency website) Collect W-9 forms for vendors (add the vendor name and ask the client to mark as done...