Thank you for signing up for an smeMetrics trial account.
In this video we will go through the configuration of your new smeMetrics Account
We will cover the below in this video.
Your Business Info ::
This is where you will be able to add all the relevant information regarding your business such as address, qualifications, HPCSA number, practice number and your private rates.
Your Calendar Info ::
This is where you will be able to set your calendar defaults, activate online bookings add practice locations etc.
Your Mail Info ::
We will show you how to link your smeMetrics email to either your Gmail account or a dedicated mail server so that all mail sent from your system is sent from your personal email address ::
Your Dunning Info ::
We will show you how to set up and activate dunning on your account.
Your Invoice Info ::
We will cover how add notes to your invoices, your payment terms, payment reference pattern, banking details and so much more.
Your Mail Templates ::
This demo will cover the basics on your email templates.
Your Invoice Templates ::
We will show you what invoice templates are and how you can set them up and use them to make your invoicing more streamlined.
Your Reports ::
We cover how to create and add reports to be emailed to yourself or your admin team.