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New User Setup
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