New Account

Tools and Settings > New Account 

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Note subaccount only pertains to the main account's billing practices (rates)

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(SI is working on allowing us access to upload MSA)

General

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Locations - LEAVE EMPTY

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Users (enter the account's employees - secretary, attorney's, accounts payables, if applicable):

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Accounting & Finance 

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List of Services

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Rates (on-site, remote):

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Modifiers

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Apply To (apply other account rates to new clients or existing clients)

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Notes

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Tags (account tags leave unmarked unless Education and client NEEDS Background Checked Vendors OR if a client needs a Vaccinated Vendor)

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Appointment Qualification Tags (Q-Tags) (these need to be selected)

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Settings

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Options

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Conference Platforms

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Find Users

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