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?
Using the Waitlist
(You will also need to place a quick video in the me in order platform systems, course that demonstrates how to put someone on your waitlist, and then how to view who is on your waitlist.)