Sections
Pick the screen you need help with.
Profile
Review account identity, update available details and retain a copy before deletion.
Team
Manage subaccounts and distinguish who is working, which clients are assigned and which actions require the administrator PIN.
Account details and documents
Update account billing details, review account documents and check the displayed payment method.
Artificial intelligence
Save provider credentials, assign them to features and distinguish configuration from a real test.
Affiliates: administrative details
Find your code and update administrative details requested by this account section.
Connect payments
Connect the Stripe account used for client payments and verify its state before creating a payment link.
Contract templates
Prepare your signature and reusable templates before creating a document for a person.
Testimonials
Review available responses, distinguish recorded permissions and check each action before copying or withdrawing.
Satisfaction survey
Configure when to request feedback, save the preference and check what happened when closing an appointment.
Reminders
Configure appointment reminders, pre-session forms, and activity and Client Log notifications. Save settings when finished.
Integrations
Connect your clients’ contact details to another platform or receive records from it. Check each destination and verify transfers before considering setup complete.
Directory
Prepare your public profile, check what it displays and decide when to publish it. Includes the profile address, contact channels and sharing controls.