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

Basic Tab

Change your documents logo, agency info and time format.

Written by Antonio Sierra
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

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

Embed

Written by Antonio Sierra
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

Roster Management

How to add members, share calendars and manage profiles.

Written by Antonio Sierra
Updated over a week ago