Edit User: (Sample) Jennifer Walsh
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Client
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Apprentice electrician
Journeyman electrician
Master electrician
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Spark Electric
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Manage Users
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Clients
Manage your client database and relationships.
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+ New Client
Import
Receipts
Create and manage receipts for your services.
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+ New Receipt
Appointments
Schedule and track appointments on the calendar.
Calendar
List
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Availability
Rooms
Manage bookable rooms and spaces.
Rooms
+ New Room
Campaigns
Email and SMS campaigns, templates and recipient lists.
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Templates
Recipient Lists
Send Test
Expenses
Track business expenses and run reports.
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Reports
Commissions
Commission rules, earnings and referral links.
Overview
Rules
Referrals
Forms
Form templates and client submissions.
Templates
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Submissions
Profiles
Professional profiles and the services they offer.
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+ New
Global Templates
Global service templates (master).
Templates
Pending
Manage Users
User accounts and roles (master).
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+ New
Settings
Workspace configuration, branding and integrations.
Settings
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