You can use following steps to send home maintenance audio coupon email to client step by step: Login Self Help Portal and go to manual trigger Search contact by email address and wait 5-10 seconds and select right contact from drop down that you ...
You can update sessions treatment notes for clients by using following steps: Login to Self Help Portal and go to Manual Trigger or click on it. After that in search box (Name/Email), type client name and search or select client. After select client, ...
You can send booklets to client by using following steps: Login to Self Help Portal and go to Manual Trigger or click on it. After that in search box (Name/Email), type client name and search or select client. After select client, In trigger category ...
You can find right contact through using following steps: Login Self Help Portal and go to manual trigger After that in Search Box, Search contact by email address and wait 5-10 seconds and Select a right contact from drop down and send email - audio ...
You can send audios to clients by using following steps: Login to Self Help Portal and go to Manual Trigger or click on it. After that in search box, type client name and search or select client. After select client, In trigger category drop down - ...