ClientBase Online Documentation
ClientBase Online Documentation
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New to ClientBase
- ClientBase Online Basic Setup Steps
Basic Setup for CBO - ClientBase Online QuickStart Training Program
This document walks you learning CBO in small increments - CBO Set Up SMTP Email
Directions to set up CBO with to use SMTP Email
Frequent Support Topics
- Basic ClientBase Online Invoicing
- ClientBase Online Commission Tracking
Set Up Reminders to Track Client Commission - ClientBase Online Refund Examples
Refund Examples - Sabre Vacations Canada Live Connect Set Up
Step by Step instructions on how to properly set up Sabre Vacations Canada - Using ClientBase Online and VacationPort to Create/Send Emails
Create HTML emails using Passport Online