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Account & Setup
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Account & Setup
Getting Started
Company Settings
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SMS
Sales
POS
Gift Cards/Certificates
Discounts & Coupons
CC Processing
Schedule
Online Booking
Booking
Calendar
Appointment Options
Clients
Client Record
Memberships
Client Options
Paws
Employees
Employee Record
Work Schedule
Employee Options
Inventory
Lists
Inventory Options
Purchase Orders
Reports
Dashboards
Apps & Add Ons
Apps
Add-ons
Apple Developer Program
Medical Spa
EnvisionRx
Treatment Screen
Medical Options
UMR
FAQs
Back to home
Account & Setup
What's New!?
Recent Releases
Past Releases
Account & Setup
Getting Started
Company Settings
Marketing
Emails
SMS
Sales
POS
Gift Cards/Certificates
Discounts & Coupons
CC Processing
Schedule
Online Booking
Booking
Calendar
Appointment Options
Clients
Client Record
Memberships
Client Options
Paws
Employees
Employee Record
Work Schedule
Employee Options
Inventory
Lists
Inventory Options
Purchase Orders
Reports
Dashboards
Apps & Add Ons
Apps
Add-ons
Apple Developer Program
Medical Spa
EnvisionRx
Treatment Screen
Medical Options
UMR
FAQs
Account & Setup
Set up everything you need to get started with Envision Cloud. More articles coming soon!
Login to Manage Account or Change Master Login
Manage Account / Subscription Management Page
Getting Started
Getting Started Checklist
Setup Employee Work Schedules
Setup Block Times
Cancelling Appointments
Create Lead Sources
Moving Appointments
Create Manufacturers
Create Inventory Departments
Edit an Item in the Sales Register
Add Employees
Setup Service Types
Coming From Another Software?
Retail Checkout
Import/Add Services
Add Retail Items
Create Inventory Classes
Create Vendors
Booking Appointments
Setup Company Settings
Create Resources & Assign to Groups
See more
Company Settings
Sales Register Options - General Options Settings
Sales Register Options - Payment Types
Sales Register Options - Review Options
Sales Register Options - Receipt Options
Integrations Tab
Schedule Options - Display Options
Company Info
Schedule Options - Appearance Customization
Schedule Options - Work Tickets
Appointment Confirmation/Reminder Setup
Calendar Link Merge Field
Welcome Screen
Security Options
Support
Schedule Options - General
General Options
Consent Form URL for Appt Reminders/Confirmations
See more
