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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.