• Take advantage of Auto-Scheduled Time
• Understand the Booking Tool
• Determine when to Schedule vs Commit Time
• Navigate the Team Schedule Tool
• Utilize the Schedule Dashboard
Presenter: Josh Tan (Implementation Manager)
Host: Alec DiRienzo (Technical Account Manager)
• Customize the look of the Client Portal
• Invite and…
• Customize Invoice Template styling and Custom Fields
• Show Work…
This has been a year where most businesses have been…
• Take advantage of Auto-Scheduled Time
• Understand the Booking Tool
•…
• Email Capture Rules and Integration Settings
• Request Inbox…
