Skip to main content
Bonterra Help Center home page
  • Submit a request
  • Sign in
  • Sign in
  • Submit a request
  1. Bonterra
  2. Penelope
  3. Help Articles
  4. External Communications
  5. ClientConnect

ClientConnect

  • Getting Started with ClientConnect
  • ClientConnect Configuration Guide
  • ClientConnect Communication Settings
  • Configuring About Me in ClientConnect
  • Changes in Penelope when using ClientConnect
  • Setting Your Client Facing Availability
  • Creating and Managing ClientConnect Accounts
  • ClientConnect User Account Status
  • ClientConnect and Stages
  • Paying with PayPal in ClientConnect
  • Enable/Disable Client Ability to Add/Edit Address and Contact Information in ClientConnect
  • Sending Completed Documents through ClientConnect
  • Managing Event Requests in ClientConnect
  • Add a Surrogate to an Individual's ClientConnect Account
  • Using User Defined Fields in ClientConnect
  • Known Issue: ClientConnect Active User Defined Fields not getting activated
  • Troubleshooting: (Error Code: 1202) appearing when requesting an Event through ClientConnect
Bonterra