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NewGetting Help and Next Steps Page
Where to get help. For anything about access — signing in, your password, or not being able to se...
Tracking Upcoming Sessions
One place for what's coming up. The CRM has its own Calendar, reached from the left-hand menu, an...
Keeping Your Engagement Current
Most of your record-keeping happens session by session (Section 3). Between sessions, there are t...
Following Up After a Session
Once you've logged the session (Section 3), close the loop with the client: send them a recap of ...
Adding Attendees to a Session.
After a session is created, you can add the attendees to the session using the following steps: O...
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