Summary
The Manage section lets you add and edit staff accounts, set up sales tax for treatments and packages, and create custom treatment plans that can be sent directly to patients for purchase.
What you’ll learn:
How to create staff admin accounts
How to set up sales tax for treatments and packages
How to build and send custom treatment plans
Full Transcript
In this training series, I’ll walk you through the Manage section of your Admin Panel. This includes the staff directory, where you can create admin accounts for team members so they can manage the app effectively. We’ll also cover how to set up sales tax for the treatments and packages you offer. Finally, we’ll walk through creating custom treatment plans for patients during consultations. You’ll learn how to build fully customized plans, send them directly to patients, and make them available for purchase. You’ll also hear from our CEO, Phil Sitter, who explains the importance of custom treatment plans and why they matter for your practice. Let’s dive in.
➡️ Move to the next video: Intro to App Builder