Training - Administrator search page tutorials

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If you are a bit lost on how to use the administrator you definitely came to the right place. Take a look around this page, press on the buttons that you want explained and the content section will be filled in with the appropriate data. If you are still unsure of how to perform a certain task, no worries, most of the pages come with some sort of video tutorial. You can find them on the videos page or within the content explanation itself. If you need any further explanation - let us know. We will gladly clarify any uncertainties.
Training: search    
Type in at least two letters to activate this search tool. If client name is found that matches the inputted string, you will see three available sections: Email To Client - will jump directly to the email page and populate client's name into the select field. Similarly Schedule an Appointment will jump to the Scheduler page, activate the appointment adding button and fill out the client's name in that form. View Information will simply open up information about the client you researched right on the page, without redirecting you anywhere. Finally, towards the end you may see Terms and Definitions section. This section will show you some of the defined elements within our system. So if at any time you are unsure of what something means, try to type it into the search bar to see if a definition is available.
 
 
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Frequent Questions

Can I link my domain name to a template?

If you already have a domain name hosted elsewhere and would want to link it to your profile, that can be easily accomplished by forwarding your domain name to the template's web address.  We cannot provide you any specifics, as the instructions are different from one domain name host to another, but you can log into your domain host service and contact them for instructions on how that is done.


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