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Workflow tags allow you to label a treatment (or group of treatments) with a tag to increase workflow efficiency.

Creating and Using Workflow Tags

Learn how to add new drop-off availabilities in the Appointment Calendar.

Adding New Drop-Off Availabilities

Learn how to update a drop-off appointment directly in the Appointment Calendar.

Editing Individual Drop-Offs

Learn how to schedule a drop-off appointment.

Scheduling Drop-Off Appointments

Learn how to navigate and document within the Visits panel under Charts.

Visits

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Drop-Offs & Visits

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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