Teams

Accounts Payable

• Payroll reconciliation view

General

• Using your company logo to update internal branding
• Internal Team notifications
• What Practice Looks Like For a New Team-Member
• Assigning a Contact to Another Team Member
• Using and assigning to-dos for your Team
• Teams: Frequently asked questions

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Scheduling

• Understanding packages, schedulers and availability for your team
• How to duplicate a scheduler for a different team member
• Schedulers for Teams

Integrations

• QuickBooks Online Integration
• Practice x Google Sheets Integration
• Personal integrations

Permissions

• Permission matrix
• Collaborator Onboarding
• Teams: Admin permissions
• Teams permissions: Frequently asked questions (FAQ)
• Teams: Collaborator access permissions
• Teams: Partner permissions