In the 11th episode of the D&D Download, the duo discusses the latest and greatest since our last check-in, including:
- Optional client authentication when accessing an online form
- Close and expand notes and forms
- Client name search added to the Waitlist
- Appointment reminders sent in clients’ time zone
- Location added to Sales
- Invoices report & Location added to Sales
- Payments Report
- G2 Awards, Spring 2023
- March Power Talks Webinar recap: Building & Nurturing Referral Relationships (The previous episode below)
- April Power Talks Webinar preview: Staying Coordinated with Rosters. Register from here.