Account & Settings
Customize your account.
- Managing and Invite Team Members
- Billing
- Google Drive Integration
- How to get an email notification when a patient has completed their forms.
- How to customize the email message sent to clients
- Transfer Account Ownership
- How to customize the SMS message sent to clients
- How do I change my Administrator user email?
- How to Cancel
- Google Sheet Integration
- Intro to Custom Roles
- How to Add a Logo to Your Forms
- How to use the Provider/Staff Click to Sign