Premium
- How to Create and Edit a Hosted Intake Form
- Learn how to Create and Send a SignWise Request
- What Can Senior Place Premium Do for Me?
- Workflows: How to Automatically Create Tasks When Client Status Changes
- Workflows: How to Automatically Send an Email When Client Status Changes
- How to Edit Client Statuses
- How to Connect Senior Place with QuickBooks Online
- Where to Start When Upgrading to Premium
- How to Create Invoices When Connected to QuickBooks Online
- Workflows: How to Automatically Create a Task to Re-Engage with a Client
- Workflows: How to Automatically Send an Email When a Client Reaches Their Check Back Later Date
- How to Prevent a Workflow Email from Sending
- Workflows: How to Automatically Send a Move-In Follow-Up Email
- Workflows: How to Automatically Create a Task When a Client Reaches Their Check Back Later Date
- Workflows: How to Automatically Send an Email After a Referral Source is Selected
- Workflows: How to Automatically Create a Task for Inactive Clients
- Learn How to Share a Referral Link
- How to Share a Client Input Form