Video Tutorials for Version 3

Videos will play in high quality if you choose full screen & HD at the bottom right of each video.
If you need videos for the current version, click here.

Check Out Version 4 Updates

Setting Up Your Solution

Adding New Clients

Finding Clients & Taking Actions

Updating Services, Groups, and Common Items

Entering Services & Making Invoices

Client Totals & Service Maintenance

Entering & Reporting Expenses

Using Business Reports

Managing Payors and Payments