Create client event from calendar
Name: Create client event from calendar
Description: How to create an event/visit/session from the Client's Calendar.
Difficulty: Easy
Duration: Less than 2 minutes
Summary:
1. Go to Client's Dashboard.
2. Click on the Calendar button.
3. Select the day when you want to create the event.
4. Fill in all the required fields. (including Signature if required)
5. Click on the Save/Save & Close button.
*** Please note, this will create all required documents linked to this event as well.
Create client event from calendar
Step 1: Go to Client's Dashboard.
Step 2: Click on the Calendar button.
Step 3: Select the day when you want to create the event.
Step 4: Fill in all the required fields. (including Signature if required)
Step 5: Click on the Save/Save & Close button.
https://www.youtube.com/watch?v=_KHb6d-mcvw
Save user signature
Name: Save user signature
Description: How to save the signature of a User
Difficulty: Easy
Duration: Less than 1 minute
Summary:
1. Access your profile.
2. Click on the Manage button.
3. Click on the Signature tab.
4. Click on the New signature.
5. Draw the new signature inside the box.
6. Click on the green button Sign.
How to save my signature
Step 1: Access your profile.
or
Step 2: Click on the Manage button.
Step 3: Click on the Signature tab.
Step 4: Click on the New signature.
Step 5: Draw the new signature inside the box.
Step 6: Click on the green button Sign.
Reset Password
Name: Reset password
Description: How to reset the password for your account over Office Puzzle
Difficulty: Easy
Duration: Less than 1 minute
Summary:
1. Navigate to your login URL (Example: demo.officepuzzle.com)
2. Click Reset Password
3. Enter your email address and click Continue
4. Check your email and click on the link
5. Enter the new password
How to Reset my password
Step1: Navigate to your login URL (Example: XXXX.officepuzzle.com).
Step 2: Click on Reset Password (below the continue button).
Step 3: Enter your email address and click continue.
Step 4: Check your email for the subject line: Password reset for DEMO AGENCY, and click on the link.
Step 5: Enter your new password in both fields and hit Continue.
If everything is ok with your account, you should receive a new email confirming the password change.
You can always contact us via the chat button in the bottom right corner of your login page.
https://www.youtube.com/watch?v=Wf7rurx_L3M