How can I change the Goals message?
- Click the Menu Icon (≡) and then click Setup > Setup Workers > Setup Goals Virtual Coaching
- Add your new goal message and click Save
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How can I change the Goals message?
Click the Menu Icon (≡) and then click Setup > Setup Workers > Setup Goals Virtual Coaching Add your new goal message and click Save
Setup Virtual Coach
Click the Menu Icon (≡) and then click Setup > Setup Goals Virtual Coaching Add your new goal message and click Save
Reopen & Edit Ticket - Best Practices
Reopen Ticket Capabilities coming late 2023 / early 2024 Important: the Reopen Ticket permission enabled is required to reopen tickets, upon release this permission is disabled by default. How do I reopen and edit a ticket? From the completed ticket, ...
How do I update a client card?
Search for a client Go to Clients Type in the name of the client whose card you want to update in the search bar and select them Edit the information in the client card Click Save For an active appointment On the Appointments page, scroll down to the ...
How do I update the worker who performed a service on a ticket?
From a ticket that is not completed: Click on the Services to edit Select a new Worker Click Update Ticket On a Completed Ticket with Payment in Full: From the Completed Ticket Page, click Edit Ticket Details Click line items on the receipt to ...