Knowledgebase

Premium

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

Categories

  • Clients
  • Communities
  • Custom Reports
  • Email Management
  • General
  • Getting Started
  • Invoices and Payments
  • Referrals
  • Signwise
  • Tasks
  • Users
  • Premium
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