Overview
In this module, you’ll learn how to manage the core settings of your app. From creating and editing staff admin accounts to setting up sales tax and building personalized custom plans for patients, these tools give you complete control over how your practice operates and delivers value.
Intro to Manager
Training Videos:
Intro to Manage - Get an overview of the Manage section, where you’ll learn to set up staff admin accounts, configure sales tax, and create custom treatment plans for patients. You’ll also hear from our CEO on why custom plans make such a powerful impact.
Manage: Create Staff Admin Accounts - Easily add staff members to your admin panel by creating unique accounts with tailored roles and permissions, ensuring your team has the right level of access to manage reports, sales, and app features.
Manage: Edit & Deactivate Admin Access - Learn how to edit or deactivate staff accounts, giving you full control over who has access to your app’s admin panel and what they can manage.
Manage: Sales Tax - Set up sales tax for treatments and packages with automatic calculations powered by location-based rules, keeping your practice compliant while simplifying checkout for patients.
Message from CEO: Why Custom Plans? - Hear directly from our CEO on why offering personalized treatment plans empowers patients, increases sales opportunities, and builds lasting trust.
Manage: Create Custom Plans for Existing Patients - Build personalized treatment plans during consultations for patients already in your system. Add services, set pricing, and include expiration dates to create urgency—then send the plan straight to their phone for easy purchase.
Manage: Create Custom Plans for New Patients - Quickly create and send personalized treatment plans for patients who haven’t yet signed up. Collect their details, design a tailored plan, and send it instantly by text to encourage fast decision-making and seamless app signup.
Now that you can confidently manage staff and custom plans, it’s time to design your app’s look and feel. Proceed to the next module: App Builder