Staff
Step-by-step guides for staff to manage their availability, enroll clients, and facilitate seamless payments.
Staff Management
Staff Dashboard
Notes & Staff Notifications
Staff Availability
Staff Payroll
Frequently Asked Questions
Resources
Client Management
- Visitors, Clients, Members & Non-Clients
- Client Dashboard Side Menu: Managed Clients
- Client Dashboard Main Page
- Client Dashboard Side Menu: History
- Client Dashboard Side Menu
- Client Dashboard: Advanced Actions
- Collecting / Viewing Document Signatures
- How Do I Change A Client To A Non-Client?
- How do I remove a client from my client list?
- How to Merge Client Profiles