Customizing Your Account

Thank you for attending the video training meeting! 
​We hope we were able to answer your questions and prepare you to confidently add information to your profile.

Steps to finish your account customization:

Updating Employee Signatures

Creating email Headers & Footers

Create Upcoming Appointment Confirmations

Upload Documents

***The list of shortcodes can be found here:

shortcodes_for_document_signing.pdf
File Size:	49 kb
File Type:	pdf

Download File

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Creating Email Templates

Examples:

Creating Text Templates

Examples:

Connecting Leads to FTP

Creating Custom Tasks

More Useful Videos

Creating User Tasks

Creating Time Blocks

Creating Quotes

Creating Custom Reports

Dynamic Procedure Documents

There are numerous videos and resources in the Help Center of your account.  We recommend that staff members start with the Scheduling and Communication sections of the Help Center if they have questions during training.