Support Center - Video training
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Adding A New Contact
Adding A New Contact. Discover the simple steps of adding a new contact into your database. We will walk you through the various status options to assign a contact and how to organize your contact list and the required information necessary to set up each type of contact in your system. |
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Setting Up A New Client
Setting Up A New Client. We will walk you through the 4 steps of setting up a new client in your system. In this video we will teach you how to enter a new client as a contact, establish their client agreement, schedule their first session and send them a welcome letter. |