Training Setup
This section will walk you through the entire initial setup and configuration of your account.
6 articles in this collection
Written by Antonio Sierra
Written by Antonio Sierra
Basic Tab
Change your documents logo, agency info and time format.
Written by Antonio Sierra
Updated over a week ago
Updated over a week ago
Calendar & Events
How to create or connect a Google Calendar. Change Performance and event types and adjust pipeline advancing settings.
Written by Antonio Sierra
Updated over a week ago
Updated over a week ago
Documents & Templates
Create or customize templates and email preferences. Add your own contract, invoice, and itinerary templates.
Written by Antonio Sierra
Updated over a week ago
Updated over a week ago
Embed
Written by Antonio Sierra
Updated over a week ago
Updated over a week ago
Invoices, Offer and Payments
How to set up invoice numbers, payment settings and providers and payment plans.
Written by Antonio Sierra
Updated over a week ago
Updated over a week ago
Roster Management
How to add members, share calendars and mange profiles.
Written by Antonio Sierra
Updated over a week ago
Updated over a week ago