This section will walk you through the entire initial setup and configuration of your account.
By Antonio1 author6 articles
Basic TabChange your documents logo, agency info and time format.
Calendar & EventsHow to create or connect a Google Calendar. Change Performance and event types and adjust pipeline advancing settings.
Documents & TemplatesCreate or customize templates and email preferences. Add your own contract, invoice, and itinerary templates.
Invoices, Offer and PaymentsHow to set up invoice numbers, payment settings and providers and payment plans.
Roster ManagementHow to add members, share calendars and manage profiles.