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