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New User Setup

New User Setup

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

David Pitassi avatar Katie Walls avatar Lulu Brewer avatar
9 articles in this collection
Written by David Pitassi, Katie Walls, and Lulu Brewer

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
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
Lulu Brewer avatar
Written by Lulu Brewer
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
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