Tutorial: Settings

Customer Support
Customer Support
  • Updated

 

Use the timestamps below to jump to a specific section

  • [00:06] Explore the Settings menu and core features: Navigate integrations, task templates, groups, tags, and access control.

  • [00:25] Connect social media and platform integrations: Link Facebook, Google, Instagram, Twitter, and Pinterest to enable posting, reviews, and rewards.

  • [01:17] Customize groups, tags, and member access: Segment your audience, manage permissions, and automate member engagement with ease.

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Action Steps 🎬    

  • Click the gear icon in the top-right corner to access Settings

  • Navigate to Integrations and link your Facebook, Google, and other social media accounts

  • Visit Groups, Tags, and Access Control to organize and segment your members

  • Explore the Task Templates tab to create reusable assignments for member engagement

  • Enable or disable the Appointments feature based on your practice management integration

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Learn More 🔎 

Link to the Help Center article: Settings

 

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