New User Setup
Step-by-step process of setting up your Spectora account
9 articles

Written by David Pitassi, Katie Walls and Support Team



Product Tour Links
Find our links below to re-watch our product tours!
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. Keyword: waiver, contract, esign, esignature
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. Keywords: place, placehol, tag, dynamic, autofill, email
Written by Support Team. 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