Account Configuration

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30 articles in this collection
Written by Tasha Demkiw and Louise McGregor

Adding One or More Locations and Location Groups in Hint

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Written by Louise McGregor
Updated over a week ago

Read-only Access

Restriction, role, user, admin, location, read-only
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Written by Louise McGregor
Updated over a week ago

Authentication Code and Enabling Two-Factor Authentication

How to enable MFA to create an extra layer of security for each user in the practice. Two-factor authentication, two-factor auth.
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Written by Louise McGregor
Updated over a week ago

Four-Tier Pricing for Patients

four-tier pricing, patient pricing, membership
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Written by Louise McGregor
Updated over a week ago

Optional Payment Source Collection From Online Signup

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Written by Tasha Demkiw
Updated over a week ago

Toggling Between Multiple Hint Accounts

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Written by Tasha Demkiw
Updated over a week ago

Charges, Charge Items, Discounts, Inventory, and Charge Categories

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Written by Tasha Demkiw
Updated over a week ago

Customizing Notifications

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Written by Tasha Demkiw
Updated over a week ago

Setting Provider Panel Size Limits

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Written by Tasha Demkiw
Updated over a week ago

Adding and Applying Credits

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Written by Tasha Demkiw
Updated over a week ago

Notifications: Choosing Which Notifications Your Patients Receive

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Written by Tasha Demkiw
Updated over a week ago

Online Signup Form

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Written by Tasha Demkiw
Updated over a week ago

How to prevent a child from signing up for a membership without an adult

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Written by Tasha Demkiw
Updated over a week ago

Configuring Your Membership Rates and Billing Options

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Written by Tasha Demkiw
Updated over a week ago

Notifications: Settings Overview

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Written by Tasha Demkiw
Updated over a week ago

Turning On/Off Payment Options (American Express, ACH)

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Written by Tasha Demkiw
Updated over a week ago

Changing Default Membership Plan

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Written by Tasha Demkiw
Updated over a week ago

Configuring Lead Source

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Written by Tasha Demkiw
Updated over a week ago

Online Signup Form for Multiple Pricing Plans

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Written by Tasha Demkiw
Updated over a week ago

Creating Sales Tax Profiles and Jurisdictions

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Written by Tasha Demkiw
Updated over a week ago

Setting up Invoicing Ahead of Time

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Written by Tasha Demkiw
Updated over a week ago

Notifications: Choosing Which Notifications Your Practice Receives

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Written by Tasha Demkiw
Updated over a week ago

Group Membership Pricing Setup

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Written by Tasha Demkiw
Updated over a week ago

Creating Multiple Pricing Plans

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Written by Tasha Demkiw
Updated over a week ago

Setting a contract length

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Written by Tasha Demkiw
Updated over a week ago

Adding a User Login

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Written by Tasha Demkiw
Updated over a week ago

Account Setup

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Written by Tasha Demkiw
Updated over a week ago

Changing User to Admin or Non-Admin

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Written by Tasha Demkiw
Updated over a week ago

Auto Logout

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Written by Tasha Demkiw
Updated over a week ago

User Controls

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Written by Tasha Demkiw
Updated over a week ago