Learning &
Training Center

Adding providers to your calendar. Go to your left hand navigation menu. Scroll down to configuration and select calendar. In the dropdown on the far right under our marketing details in training, we’re going to choose this and click on provider calendars. From here, we’ll be able to view all of the provider calendars, so […]

How to create staff login credentials. If they’re not already in your contact database, click on add contact on top right of this header. Type in the staff member, provider or admins first and last name. In this case we’re adding Andrew Light. Adding a phone number is optional here but we do need an […]

Adding appointment types to your calendar. First go to your left hand navigation menu, scroll down to configuration, and choose calendar, your second option. Here we can see all of the appointment types that are already in your SPC. Yours may look a little bit different because this is unique to your practice. And right […]

How to add Group Views to your Calendar. To do so, come to the left-hand navigation menu, scroll down to Configuration, and select the second option, Calendar. From here, right under Marketing Details and this Training icon, click on Appointment Types, which will give you a dropdown. From here, go ahead and select Group Views. […]

Template Provider Work Schedules. To create work schedules for your providers, go to your left-hand navigation menu, scroll down to Configuration, and choose the second option, Calendar. From here, we can see that we are viewing our Appointment Types, so we want to come to the far right-hand side, click on Appointment Types, right under […]

Adding locations to your SPC. To do so, come to your left hand navigation menu, scroll down to Configuration and select Locations. We can see we have four locations already added. We can see their name, the address of each. Let’s go ahead and create a new one. To do so, click on Add Location […]

Configuring categories and services within your SPC. Go to your left hand navigation menu, scroll down to configuration, and we’re first going to select categories list. You can see we have dozens in here. Now, yours will look different because this is the SPC play sandbox that we allow clients to use and practice in, […]

Configuring billing settings in your SPC. Go to your left hand navigation menu, select configuration, and choose the second from the last billing set up. Now, in our billing settings, we can create our tax rates, discount reasons, refund reasons, adjustment reasons, other payment types, credit cards accepted, default date settings, default greeting texts, signature […]

Adding rooms to your calendar. To do so, come to your left hand navigation menu. Scroll down to configuration and choose calendar. On the far left side under your marketing details in the training dropdown, we’ll see appointment types. If you click on this, it’s going to give you a dropdown where you can select […]

Configuring referral sources in your SPC. Go to your left hand navigation menu. Scroll down to configuration and choose referral sources. Here in our referral settings, we can see the referral sources that are already added to your SPC. Those have system referral source that cannot be deleted are ones that come with your SPC […]