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Knowledge Base
Appointments
Appointment Reminders
Scheduling
Calendar Sync
Syncing to Google Calendar
Syncing to Microsoft Outlook
Syncing to Apple iCal
Creating an App Password
Syncing to other online calendars
Zoom Meetings
Canceling and Rescheduling
Actions
Completing Actions
Action Reminders
Projects
Creating Actions
Metrics
Setting up a Metric
Metric Reminders
Worksheets
Self-Assigned Worksheets
Worksheet Reminders
Completing Worksheets
Stream
Comments on Items
Session Notes
Journal Entries
Image Gallery
Sharing Files
Whiteboards
Courses
Messaging
Groups
Group Items
Group Actions
Group Metrics
Group Worksheets
Group Messages
Private Message
Group Membership Preferences
Invoicing
Getting Started
Installing On Your Mobile Device
Help
Welcome to the Knowledge Base. To start, click on any of the categories below. Each topic has many sub-topics below it, so there's much to explore!
You may also find it useful to search in the bar above for whatever you'd like to know.
Go here if you're not sure where to start.
See within:
Appointments
Actions
Metrics
Worksheets
Stream
Session Notes
Journal Entries
Image Gallery
Sharing Files
Whiteboards
Courses
Messaging
Groups
Invoicing
Getting Started