Creating is the first step to take once you open a Clust account. With no Templates, you start receiving client applications.

  • Updating the Template details

🔔 Within this section, you'll be able to add attachments to your Template, so they are automatically shared with a recipients each time you send a Request using this template.
You'll also be able to define the standard timeframe for the template.
Eg. Perfect delay for Rental applications may be 5 days, so that's where you'll add the generic timeframe which will be used to calculate the actual Due date of each Request. 

Last, you'll be able to update your Notification email. 

Our favorite feature is the custom background. You can pick a background for your templates. Each Request created & using this template will show the selected background.

Creating forms

Importing forms into a template

Editing template background

Organizing a client application or template

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