What information is required when customizing a template
When customizing a template, you must give it a name. This name will be displayed when sending out an invoice […]
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As a provider, what happens if I see a screen that says “Ask to Join” and I can’t join by clicking the button
If you see this screen, it means you are signed into a Google account that is not connected to the
What happens when I need to start a virtual call with Google Meet
You can find the Start button in the following places: Once you click the Start button, the video screen will pop up with a
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How do I connect Google Meet for my virtual calls
To connect Google Meet for your virtual appointments: To unlink Google Meet: Please note: You may receive a security alert email
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How does the filter work in the billing section
The filter function in the billing section allows you to narrow down your invoices based on specific criteria. Here’s how
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How do I create a “New” invoice
The “New” invoice feature allows you to create an invoice that is not tied to an appointment scheduled on the
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