• Navigating, searching & finding what you need
• Utilizing & configuring your lists & views
• Saving & sharing views with others
• Getting help & support when you need it most
Presenter: Geoff McQueen (CEO & Co-Founder)
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…
