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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

User Access

Adding Admin Users Parent Portal Access Employee Portal Access

Quick Start

Setting Up Company

Business Settings

Email Templates Configuring Settings

Automations

Insurance Card Expiration Alert Forwarding Automations Intake Board

Form Builder

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

Map

How to Utilize Maps

Communication Platform

In Mail Mass Messaging Set Up Texting
  • Quick Start
  • Setting Up Company
Setting Up Company

Log In to the Platform

Key Topics of Article: - Review ABAEngine website generic links and what they do - Review Steps to log in - Review initial Login Page (map, client/employee list/three lines (pancake stack) to access additional links

Adding Your Company’s Support Email for “reply to” messages.

What happens if a client or employee replies to one of your automated email templates?

Uploading or Changing Business Logo

How to change your site branding

Setting up Business Units

It's important to set up at least 1 business unit. This could be based on location (most common) or based on revenue stream. 

Customizing Your Catalog

One of the first things you'll need to do is run through your catalog and make sure you have it customized to best fit your company. 

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