How To: Access myClients on Smartphone

Sarah Warren

June 19, 2019 22:35
Updated

The mobile version of myClients allows you to enter contacts directly into your database and make appointments in your calendar.

Below outlines the steps to access it from your smart phone.

Watch the Video Below to Learn about myClients Mobile

Follow the steps below to use myClients on your smartphone.

1. Using your phone's browser, go to m.byreferralonly.com. Enter your By Referral Only username and password.

1. Using your phone's browser, go to m.byreferralonly.com. Enter your By Referral Only username and password.

2. Tap the myClients icon.

2. Tap the myClients icon.

From here you can view Contacts, your To Dos or Calendar.

From here you can view Contacts, your To Dos or Calendar.

To avoid having to type in the mobile URL and enter your login info each time, set up a shortcut on your phone home screen.

Learn how to add a Home Screen Shortcut to your phone. Click one of the links below.

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