Service Set Up
Support Article | Description |
Steps on how to create and manage add-on services. | |
How to create and manage resources. |
Products
Support Article | Description |
Details around tracking and charging for products used during services. | |
Overview of reports for usage-based pricing and prepaid units. |
Payments
Support Article | Description |
How to create and manage custom payment types. |
Memberships & Packages
Support Article | Description |
Steps on how to create, sell, and manage voucher packages. | |
Steps on how to create a prepaid term subscription. | |
How to sell a membership to an existing order or separately. | |
How to make modifications to an existing membership. | |
How to manage billing alerts and renewal fails. | |
How to track membership status and metrics. |
Forms & Charts
Support Article | Description |
Steps on how to create forms & charts. | |
How to set up and link connected fields to forms and charts, so when your clients or staff complete the form or chart, it updates that specific area of the Client Profile. | |
How to manage forms & charts. | |
Steps on how to manage and use the photo upload feature in forms and charts, so you can collect images during form completion. | |
How to add notes to completed forms. | |
Overview of how to enable and use the sign-off feature for forms and charts. | |
Examples of forms and charts. | |
How to access and manage forms and charts from the client profile. | |
How to access and manage forms and charts from the Professional App. |
Security & Access Settings
Support Article | Description |
HIPAA compliance security requirements and best practices for HIPAA-covered businesses. | |
How to automatically log out staff after inactivity. | |
Steps on how to create, assign, and manage staff permission groups. |
Advanced Medspa Training
For additional training on Medspa-focused features and best practices, check out this checklist.
