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Configuration

• Existing Referral Assignment Transfer
• New Referral Assignment

Settings

• Follow Up Settings
• Location Other Email Addresses (Notifications)
• Telephone Inquiry (TI) Script
• How To Add/Remove Marketing Sources
• How Can I Add a Region to Club OS?
• Location Defaults

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Permissions

• Account Settings: Permissions [Breakdown]
• Permissions in Club OS

Employees

• Manager Types
• How Do I Add Employees to Club OS?
• How Do I Edit a Staff Member's Role?
• How Do I Edit a Staff Member's Location Access?
• How Do I Prevent an Employee's Name From Appearing in the Calendar, Follow-Up Window, DGW and Reports?
• What to Do When an Employee is Terminated

Schedule/Calendar

• Add Your Schedule/Set Calendar Availability
• Add, Edit, or Delete Calendar Events
• Manually Update Event Status
• Event Reminders for Attendees and Event Owners
• Calendar Icons for Attendees and Events
• Edit Employee Order on the Calendar

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