Depending on what you want to share with the client, there are different ways to do this. Some are more effective for sharing a link that will remain the same over time (e.g., your website), while others are better for links that may change depending on the client (e.g., a link to a video conference).
1- Messaging
Links can be easily sent to clients using the app's messaging feature. Clients simply click on the link to be redirected to the correct URL.
To learn more about messaging, click here.
2- Appointments and activities
From the “Notes” section of an appointment, activity, or task, you can add a link.
On the client side, they will simply need to open the activity in question to follow the link.
Professional side:
Client side:
3- Files
If you have a PDF, Word, or other file, you can put a link to it inside. The files can then be shared with clients via the “Files” section of the software.
4- Hexfit document
It is possible to add a link to a Hexfit document.
Please note that as the document may be sent to all your clients, the same link will be distributed. This is therefore more suitable for links to videos, websites, or other content. It is less recommended for video conferencing.
For more information on creating custom documents, click here.
If you have any further questions, please don't hesitate to ask a Hexpert.