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Email Integration

Adding Your Inbox

Employee Card Support

Assigning Team Members and Clients

Employee Portal Support

Completing Tasks on the Employee Portal Employee In Mail System Employee Initial Log In Employee Schedules & Availability How to Complete Forms

Parent Portal Support

Completing Forms Parent Scheduling Uploading Documents Initial Log In

Tasks and Projects

Translation Features

Form Translations In Mail Translations

Adding Admin Users Parent Portal Access Employee Portal Access

Setting Up Company

Business Settings

Email Templates Configuring Settings

Insurance Card Expiration Alert Forwarding Automations Intake Board

Add Forms to Your Website Adding Language Translation to Forms Create a form Review Form Question Types Send a Form

Scheduling Sandbox

Scheduling Musts!

Scheduling Algorithm

Workflow Boards

How to Move and Copy Client/Employee Cards on Boards How to Use Checklists Creating Board Automations

How to Utilize Maps

Communication Platform

In Mail Mass Messaging Set Up Texting

Translation Features
Form Translations

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