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.

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

Learn More 🔎 

Link to the Help Center article: Settings