Resetting your password in Simpatico is a great best practice to maintain account security. This process is both quick and simple within your User Configuration settings. From your Menu Navigation Bar, select Admin, then “Configuration.” The User Config tab allows you to modify personal settings for your User Account. To modify your Password,..
Tag: New Users - page 2
So, you’ve moved beyond just navigating through the calendar to see today’s schedule. You’re ready to get a bit more out of the app by tracking notes, scheduling tasks, and maybe even accepting a payment! From the calendar, tap on any client’s name on the schedule to open the Appointment Detail window. This window shows you..
When Simpatico updates are made, you’ll frequently hear the recommendation to Refresh a particular screen, or to “clear your cache” in your web browser. We know you probably get sick of hearing it. Here’s the skinny behind what’s going on: When we release new Simpatico builds, they often include new JavaScript. All web browsers, though,..
With our latest release, Simpatico has unlocked Task Management for Supervisors. As you already know, when a User Group is created in Simpatico, the Supervisor of that group becomes the recipient of all Time Off Requests for the Employees listed within that group. The User Group functionality has been enhanced, and Supervisors of a User Group will now also..
Simpatico offers you two dynamic tools for marketing to potential clients: Prospects (found in the Organizer) and Marketing Campaigns. To get the most out of these tools, you want to begin by entering your prospective clients in the Organizer, on the “Contacts” window. Within Contacts, you can enter all new Prospects by clicking..
With the latest release of Simpatico Mobile (version 1.2) users will notice some exciting updates to the Home Screen. Revenue Data For Admin users only (see our blog post about access levels here), the app will display revenue data. This YTD and MTD Revenue number comes directly from the information captured on the Financials page..