Course curriculum

    1. Business Details

    2. Charge Items

    3. Importing Participants

    4. Same Contact Details (Common Error)

    1. Adding Users

    2. User Permissions

    1. Service Agreement Deep Dive

    2. Follow-up Notification

    3. Setting up a Note Template

    4. Note Template in Action

    5. Customising Templates

    1. Participant Records Set-Up

    2. User Records Set-up

    3. Participant Records in Action

    4. Forms

    1. Setting up Notifications

    2. Notifications for User and Participant Records

    3. Participant and Team Reports

    1. Invoice Batches

    2. Bulk Upload

    3. Remove & Redo Invoices

    4. Manual Reconciling

About this course

  • Free
  • 24 lessons
  • 1 hour of video content

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