Pro tools
On the Hectic Pro plan you get access to communicator, sales pipeline, client portal, schedulers & forms, templates, and collaboration.
15 articles in this collection
Written by Geoff Mina and Michelle Lee
Written by Geoff Mina and Michelle Lee
Client portal
How to use the Client Portal
Overview of Client Portal functionality and configuration.
Written by Geoff Mina
Updated over a week ago
Updated over a week ago
Client Portal - Features
Enable or disable core Hectic Features
Written by Geoff Mina
Updated over a week ago
Updated over a week ago
Client Portal - Customization
Customize the look and feel of the Client Portal to match your brand.
Written by Geoff Mina
Updated over a week ago
Updated over a week ago
Client Portal - Permissions
Configure who can access the portal as well as preview the portal as one of your clients.
Written by Geoff Mina
Updated over a week ago
Updated over a week ago
Client Portal - Custom Domains
Use your own domain to provide a fully branded experience.
Written by Geoff Mina
Updated over a week ago
Updated over a week ago
Client Portal - Custom Email
Send emails from your account for a fully branded experience
Written by Geoff Mina
Updated over a week ago
Updated over a week ago
Custom Email setup for GMail and GSuite Users
Enable 2FA as well as creating an App Specific Password for SMTP conenection
Written by Geoff Mina
Updated over a week ago
Updated over a week ago
Schedulers & forms
How to use the Hectic™ Meeting Scheduler
Written by Geoff Mina
Updated over a week ago
Updated over a week ago
Create and use forms
Hectic's versatile forms feature helps you connect with your clients from capturing a lead to setting up meetings.
Written by Michelle Lee
Updated over a week ago
Updated over a week ago
Embedded form submit and redirect
Redirect to a new page after a user submits an embedded form
Written by Geoff Mina
Updated over a week ago
Updated over a week ago