Setup FAQ

How do I setup credit card / eCheck processing?
To make sure that you have a payment gateway that the system connects to see our list of supported gateways at Payment Processing Options. Payment processin...
Mon, Jan 10, 2022 at 8:46 PM
How can I add my forms to the system?
It's not possible to upload or import PDF or DOC forms to use in the system. Instead, the contents of these forms will be converted to a digital format...
Thu, Oct 18, 2018 at 1:38 PM
Why do client and staff accounts require a unique email address?
Client Logins and User accounts share the same pool when it comes to needing a unique email address. These are the ways that you can get around this: If ...
Thu, Oct 18, 2018 at 11:41 AM
How do I create a Google Review Link?
Go to the Google Places API and search for the place ID of your business. Add your place ID to the end of this link:
Thu, Feb 14, 2019 at 7:59 AM