Getting Started
Communications
Applications Setup
Using Email
Using Slack
Using Telephone
Using Communication Activities
Leads
New Clients
Session Scheduling
Collecting Payments
Client Recaps
Using Quickbase for Your Information
Need More Help?
How To Complete Recaps
The “What’s next for this client?” field. How to use it and what happens when you make the different selections.
Client Booked Again
Client Is Stuck
Client Is Done