New Back Office
Page overviews, terminology updates and new navigation
56 articles
- Sharing feedback when you switch back to the Classic Back Office
- Terminology changes in the new Back Office
- Navigating the new Back Office
- Staff permissions in the new Back Office
- Faster and smarter member search
- How to control what staff see on the Home page of the New Back Office
- New client profile: finding your way around
- Message a client from the Inbox
- Essential updates and marketing communications
- How to build your AI assistant's knowledge
- How to set up your AI assistant for the front desk
- What is the AI assistant for the front desk?
- Create a campaign
- Create an automation
- Create and manage a segment
- Use prebuilt segments to target the right clients
- Segment filters
- Smartfill (beta): fill more of your classes
- Chat with clients using the Chat Channel