General

Contacts & Users
TABLE OF CONTENTS Introduction Create New Contact Create New User Resend All Expired Activations Contact Status Contact Active User Record Active L...
Fri, 29 Apr, 2022 at 9:09 AM
Invalidate A Case
If a User accidentally creates a case that is already in the system, a Site or Network Administrator can invalidate the duplicate case. When the case is inv...
Fri, 15 Nov, 2024 at 2:50 PM
Remove Services & Notes
NOTE: This functionality is usually limited to Site and Network Administrators. If you receive a 'You do not have permission...' message when attemp...
Fri, 29 Apr, 2022 at 9:10 AM
SMS-Messaging Administration
Users have the ability to send SMS reminders to Staff and/or Clients for scheduled services. The first 1,000 SMS messages for each site are complimentary. ...
Thu, 28 Apr, 2022 at 12:14 PM
Site Profile Administration
Site Administrators have the ability to edit and make updates to their site profile. Navigate to the Network page and select your site’s name from the li...
Thu, 28 Apr, 2022 at 12:17 PM