Course curriculum

    1. A message from our team

    1. General Settings

    2. Managing Users

    3. Invoice Settings

    4. Taxes

    5. Managing Pipelines

    6. Spaces & Space Closures

    7. Menus, Sub-Menus & Menu Items

    8. Catering Budgets

    1. Setup Values

    2. Custom Fields

    1. Intake Forms

    2. Imports

    3. Integrations

    4. Workflows

    1. Files

    2. Email Templates

    3. Standard Templates + Document Templates

    4. Navigating Document Templates

    1. Manage your Subscription

About this course

  • Free
  • 23 lessons
  • 1.5 hours of video content