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Account Management
- 2.0 Support Center
- Adding and Managing Staff & Roles
- Charting Options
- Charting with a Supervisor
- Client Biography
- Client Portal Website Linking
- Client Profile: Docs & Forms
- Configuring Payments with International Bancard
- Custom Client Intake Forms
- Custom Online Forms
- Data Import Feature
- End of Day in 2.0
- Expired Credit Card Billing
- External Credit Card Processing
- Form Templates
- Front Office Role
- Full Income Report
- Google Calendar Sync
- How Do I Cancel My Account?
- How do I export data?