New Account

Tools and Settings > New Account

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

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

General

Locations - LEAVE EMPTY

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

Accounting & Finance

List of Services

Rates (on-site, remote):

Modifiers

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

Notes

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

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

Settings

Options

Conference Platforms

Find Users