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Welcome!

This guide will help you call your clients using MemoMate. You can call one person at a time, or call many people at once!

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What You'll Learn

• How to call a single client
• How to schedule a call for later
• How to call many clients at once (bulk call)
• How to set up automatic retries
• How to cancel pending calls for multiple clients

Calling a Single Client

Step 1: Find the Client

Go to the Clients page from the menu on the left side of the screen.

Find the person you want to call in the list.

Step 2: Open the Call Menu

Click the three dots button on the right side of their row.

Then click Initiate Call.

The call window will appear

Step 3: Choose a Topic

Click on one of the topic buttons to select what the call is about.

For example: survey, onboarding, CNA Interview, etc.