Client Setup

Modified on Mon, 26 Jul 2021 at 01:56 PM

  1. Click Configuration 

  2. Click Company 

  3. Enter Client Name, Primary Contact, a phone number, and email address , and click save

Adding a Logo :



  1. Click Logo on the left side 

  2. You can either click on the rectangle to upload a file, or drag and drop. If you choose to upload, make sure it is in jpg or gif format. 

  3. Click the arrow to save 

Password Settings :
  1. Click password settings on the left side 

  2. Enter the details

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