Understanding Settings Series

Quick watch tutorial series for each page of settings

The magic of our software happens in the customization of settings.  Make sure you understand how to properly set up your account with this quick-watch tutorial series!


Understanding Business Settings - Watch Video



Understanding Practitioner & Employee Settings - Watch Video



Understanding Account Settings - Watch Video




Understanding Invoice, Estimate & Receipt Settings - Watch Video



Understanding Payment Settings - Watch Video



Understanding Taxes Settings - Watch Video




Understanding Client Communications - Appointment Communications Settings - Watch Video



Understanding Client Communications - Reconnect Settings - Watch Video



Understanding Client Communications - Welcome & Follow Up Settings - Watch Video




Understanding Session Report Settings - Watch Video



Understanding Forms Settings - Watch Video




Understanding Task Center Settings - Watch Video



Understanding Referral Code Settings - Watch Video



Understanding Support Settings - Watch Video




Understanding Stripe Dashboard Settings - Watch Video


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