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New User Setup

New User Setup

Step-by-step process of setting up your Spectora account

9 articles
David Pitassi avatarKatie Walls avatarSupport Team avatar
Written by David Pitassi, Katie Walls and Support Team

Product Tour Links

Find our links below to re-watch our product tours!
David Pitassi avatar
Written by David Pitassi. Updated over a week ago

1) New User: Filling out your Profile

How to set up your Spectora profile
Katie Walls avatar
Written by Katie Walls. Updated over a week ago

2) New User: Setting up Agreements and Payments

How to set up agreements and payments on your Spectora account. Keyword: waiver, contract, esign, esignature
Katie Walls avatar
Written by Katie Walls. Updated over a week ago

3) New User: Setting up Services & Fees

How to set up Services & fees on your Spectora account
Katie Walls avatar
Written by Katie Walls. Updated over a week ago

List of Placeholders and Where to Use Them

Complete list of available placeholders and how to make the most of them. Keywords: place, placehol, tag, dynamic, autofill, email
Support Team avatar
Written by Support Team. Updated over a week ago

4) New User: Setting up Availability

Set your availability for the Online Scheduler
Katie Walls avatar
Written by Katie Walls. Updated over a week ago

5) New User: Setting up Automation

Step-by-step process of setting up your automated emails and text messages
Katie Walls avatar
Written by Katie Walls. Updated over a week ago

6) New User: Template Editing

Step-by-step process on editing your templates that will be used for all reports
Katie Walls avatar
Written by Katie Walls. Updated over a week ago

7) New User: Report Writing

Step-by-step process on writing reports
Katie Walls avatar
Written by Katie Walls. Updated over a week ago