Account Configuration
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Account Setup
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Auto Logout
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Adding a User Login
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User Controls
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Changing User to Admin or Non-Admin
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Configuring Your Membership Rates and Billing Options
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Group Membership Pricing Setup
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Setting a contract length
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Creating Multiple Pricing Plans
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Setting up Invoicing Ahead of Time
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Adding and Applying Credits
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Charges, Charge Items, Discounts, Inventory, and Charge Categories
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Creating Sales Tax Profiles and Jurisdictions
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Online Signup Form
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Online Signup Form for Multiple Pricing Plans
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Turning On/Off Payment Options (American Express, ACH)
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Creating a Patient Terms Agreement Link
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Notifications: Settings Overview
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Customizing Notifications
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Notifications: Choosing Which Notifications Your Practice Receives
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Notifications: Choosing Which Notifications Your Patients Receive
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Toggling Between Multiple Hint Accounts
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Setting Provider Panel Size Limits
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Configuring Lead Source
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Changing Default Membership Plan
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Optional Payment Source Collection From Online Signup
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How to prevent a child from signing up for a membership without an adult