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New User Setup
New User Setup
Step-by-step process of setting up your Spectora account
9 articles in this collection
Written by
David Pitassi,
Katie Walls,
and
Lulu Brewer
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Written by
David Pitassi
Updated over a week ago
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 over a week ago
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