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Guides for setting up, customizing, and running Cliento Pro - from your first contact to your first automated workflow.

Getting Started

Getting started: your first hour in the workspace

From signup to a working workspace in under an hour: language, team, industry template, and your first contacts.

Installing an industry template

Turn the generic workspace into a clinic, agency, store, or law-firm setup in minutes - and keep full control afterwards.

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Importing and exporting your data

Bring contacts and custom-field values in from CSV or Excel, and take reports and data out whenever you want.

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Troubleshooting common issues

Quick answers for the questions that come up most: missing menus, imports, portal login, and billing lines.

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CRM Basics

CRM basics: contacts, leads, deals, and pipelines

The four building blocks of the CRM and how they flow into each other - plus tasks, activities, and tags.

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The Customer 360 workspace

One tabbed page per customer with everything: timeline, tasks, deals, communications, engagement, and finances.

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Building reports and dashboards

Self-service reports with filters and aggregates, drag-and-drop dashboards, and CSV/Excel export - no SQL.

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Customization

Custom fields, layouts, and field permissions

Add your own fields with validation, arrange them into layouts, show them conditionally, and control who sees what.

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Renaming entities to your vocabulary

Make the product speak your language: Patients instead of Contacts, Cases instead of Deals - per language, everywhere.

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Automation & AI

Automating with workflows

Trigger → condition → action: build automations visually, start from templates, and audit every run.

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Using the AI assistant

Ask questions about your own data, get insights, and approve changes explicitly - with every run logged and priced.

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Finance & Billing

Invoices, payments, and payment links

Create and issue invoices, record or collect payments, share pay-by-link pages, and print receipts.

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Your subscription, wallet, and prepaid packages

How Cliento Pro billing works: flat subscription, transparent per-action wallet, and discounted prepaid credit.

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Customer Portal

Setting up the customer portal

Give customers passwordless self-service: invoices, payments, tickets, forms, and loyalty - on their phone.

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API & webhook documentationEverything you need to connect your own systems to Cliento Pro - authenticate, read and write records, and receive events as they happen.Read

Still stuck?

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