Your team
Add your team, then set permissions, schedules and time off.
5 lessons
Counts toward the Practice manager certificate
Course content
5 lessons
01
Core lessons
5 lessons · count toward the certificate
- Adding team members
- Roles, permissions and visibility
- Security
- The team scheduler and rotas
- Working hours and availability
About this course
Adding team members, roles and permissions, security, the scheduler and rotas, leave, and working hours.
Who this course is for
Practice manager
Courses to take next
Client communication setup
Reminders, templates, sender addresses, credits and Engage numbers.
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Stock and inventory
Products, kits, orders, counts and inventory across locations.
1 lesson · 1 core
Reports and analytics
Financial, client and team reports, plus custom reports.
4 lessons · 4 core