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Edit locale settings (time zone, currency & date format)
To edit your locale settings, follow these steps: In the top right corner of the page, hover over the Gear icon and select Settings At the top of the page, click on the Advanced tab Scroll down to the Locale Settings section. Here you can edit your: ...
Zones - How to Set up and Use
What is a zone? A zone is a field which you can use to segment your region in a way that is useful for your business. Zones can be separated by individual postal/zip code, a group of postal/zip codes, neighbourhoods, transportation routes, or any ...
Updating your account settings
Follow these steps to update your account settings: In the top right corner, hover over the gear icon and select Settings In the USER PROFILE section, you can edit the following: Username First Name Last Name Upload Photo Scroll down to EMPLOYEE ...
March 3, 2020 Release Notes
Priority Fixes User and franchise not getting Consultation Booked email: this is now fixed; users should be receiving the email. Bulk Session Report Approve and Email issue: when user selects 5 and more than 5 session reports to Approve and Email, ...
Adding a Tutor
Hover over Activities Select Team Members where you will see the Directory of everyone on your team. Click on Add a Team Member In the PERSONAL INFORMATION section fill in: Title: Suffix: First Name *Mandatory Last Name *Mandatory Birth ...