Customer Maintenance
- Second Caregiver Modification Form
- How Parents Can Change Their Email Address
- How To Archive Customer Accounts
- How To Handle Customers With The Same Name
- How to Add Tag Groups
- How to Add Tags
- How To Tag A Customer
- How to Filter Your Customers by Tags
- How to Add Children to Parent Account
- Managing Split Families/Shared Care
- Improving Access for 2nd Parent / Guardians
- Account Change History - Tracking Changes