New User Setup

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

8 articles in this collection
Written by Katie Walls and Lulu Brewer

1) New User: Filling out your Profile

How to set up your Spectora profile

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

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

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

Written by Lulu Brewer
Updated this week

4) New User: Setting up Availability

Set your availability for the Online Scheduler

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

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

Written by Katie Walls
Updated over a week ago

7) New User: Report Writing

Step-by-step process on writing reports

Written by Katie Walls
Updated over a week ago