Client Engagement Tools
Learn about tools integrated with your website that help clients contact you, schedule appointments, fill out intake forms, sign documents, submit payments and more.
Contact & Intake Forms
- Adding a Contact form to a page
- Customize a contact form
- Editing form submission reply email template
- Adding a file upload field to your contact form
- Rename your contact forms
- Adding a visible reCAPTCHA checkbox to your contact forms
- Create a "Lead Magnet"/"Lead capture" form with link/downloadable resource
- Receiving form submission notifications through SMS text messages
- Creating a no-code AI form
- Add a recipient email address for contact form notifications
- Creating client intake form pages
Managing Your Contacts
- What is the Contact Manager?
- See your form submissions in the contact manager
- Viewing and understanding form submissions in your B12 editor
- Adding and importing contacts to B12’s Contact Manager
- Editing, deleting, and exporting contacts in B12’s Contact Manager
- How to add your missing Gmail contacts
- Tagging contacts in B12’s Contact Manager
- Importing a CSV file in the Contact Manager
- Searching for Contacts in the B12 Contact Manager
- Protect Your Website from Spam Form Submissions
Online Scheduling
Contracts & e-Signatures
Payments & Invoicing
- Getting Started with B12 Payments and Invoicing
- Add a bank account to Payment & Invoicing
- Create and send an invoice with B12's Invoicing Tool
- How to mark an invoice as paid
- Refunding a payment in Payments & Invoicing
- Creating a payout with B12 Invoicing
- Why is my payout under review?
- Sending reminder emails for your B12 invoices
- Payment links
- Export invoice records
- Setting up a recurring invoice series
- Invoice templates
- Add services or products to a contact form
- Attach a recurring invoice to a contact form
- Edit transactional emails
- Preview your client's invoice payment experience with demo mode
- Change the password on your Invoice page
Multi-user
Email Marketing
- What is Email Marketing?
- Composing and sending emails with B12 Email Marketing
- How to email specific contacts using tags
- Composing and sending automated emails with B12 Email Marketing
- Editing, activating, and disabling your automated emails
- How to interpret email marketing metrics
- How do I view emails sent using B12 Email Marketing?
- How to Duplicate Emails in B12 Email Marketing
- Using pre-written Email Marketing templates
- Use a custom subdomain and email address to send messages with email
- Email customization fields in B12 Email Marketing
- Why is my marketing email under review?
- Editing email design with B12 Email Marketing
- What does [bracket] mean in B12 Email Marketing?
- How emails are designed to match your website
- How to view, edit, and delete email drafts
- How to send a test email using B12 Email Marketing