Stage 2. Your library of services & templates (1 hour + workflow setup)
Templates 1: Adding New Services (1 min)
Templates 2: Reviewing The Services (2 mins per service)
Templates 3: Importing your Terms (1 min)
Templates 4: Reviewing your terms templates (10 mins)
Templates 5: Email Templates (5 mins)
Templates 6a: Using Workflow Integrations - Xero Practice Manager (10 mins per service)
Templates 6b: Using Workflow Integrations - Karbon (10 mins per service)