learning Video

Video Index for Simplify Practice

Introduction

how to sign

Login & Benefits.

How to Create assignments.

How to assign and complete activities.

How to add users to the database.

How to review the activities of Team Members.

Utility of Dashboard

How to create a logo, change password and change profile image.

How to reset the password.

Admin Module Utility

Leave Management

Use of Holiday List Master.

Use of Calender year Master.

Use of Leave Type Master.

Use of Leave Adjustment.

Use of Leave Balance.

Securities.

Assigning the Rights to users.

CRM & PM Module Utility

How to create clients online.

How to create clients offline.

How to proceed to billing

Utility of icons in assignment

List of videos topics and their heading.

Setting up the hierarchy in Company – Practice management

Utility of Mobile Application – Dashboard.

Setting up a meeting - Practice management.

Utility of Widgets on Dashboard- Dashboard.

Creation of Workflow - Practice management.

Creating the Prospective client- CRM Module.

Watch e-learning videos on our learning.simplifypractice.com website